Clarity Backed by Expertise

    • Tax consulting or research for specific projects on an hourly basis.

    • New business tax structure consulting

    • Speaking on tax, financial planning, investing, financial literacy, and leadership topics

  • Tax consulting and tax research fees are flat using an hourly calculation, determined by scope and complexity of consulting project desired. An estimate will be given before the project starts.

    • Tax consulting and research engagements typically range from two weeks to four weeks depending on complexity.

    • New business tax strategy sessions typically occur in one to two weeks.

    • Speaking requires at least two weeks notice. Longer notice often equates to better availability.

  • Yes, depending on the scope.

    • CPAs

    • Financial planners

    • Educators

    • Community groups

    • (Future) Business owners