It’s time to talk

Schedule your tax advisory session

Don’t know what deductions you qualify for? Need to know how to reduce your tax liability? Don’t worry, talking to a Pro can help you. Answer the questions on the form to connect with a Pro. Once you pay, you’ll get an email to schedule your tax advisory session.

First name

Last name

Submission ID

Email address

What type of tax advisory session are you interested in?

Individual

Business

Please select the industry your business operates in

What is the size of your business?

What business topic are you looking for a solution on?

Deductions & Credits

Payroll Taxes

Tax Planning

Sales Taxes

State & Local Taxes

International Taxes

Acquisitions & Sales

Tax Compliance

Others

What individuals topic are you looking for a solution on?

Deductions & Exemptions

Investment Income (Dividends & Capital Gains)

Non-Resident & Expat

Rental Property Income

Dependents

Self-Employment

Retirement Planning

State & Local Taxes

Others

Briefly provide additional context on what you'd like to discuss with a Tax Pro before connecting with them.

How long would you like this tax advisory session to be?

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What to expect:

Submit the form: Fill out the tax advisory form with your details.

Make a payment: Complete the payment process to confirm your booking.

Check your email: Look for an email from us with a link to your tax advisory session.

Access the Platform: Use the link within the email to log into our platform to set your availability.