Who this call is for:

• Florida small-business owners (LLCs, S-corps, single-member businesses)

• Individuals with more than “just a W-2” (multiple incomes, investments, rentals, stock/crypto, etc.)

• International situations (foreign income, foreign companies, 5471/FBAR/FATCA questions)​

​

What we’ll cover in 15–20 minutes:

• Your current tax and accounting setup

• Pain points (DIY, prior CPA, bookkeeping, notices, etc.)

• Whether we’re a good fit and an estimated flat fee range​

​

What this call is not:

• Not a sales script or hard pitch

• Not formal tax advice on the call

• No surprise hourly charges​

​

Ready to schedule?
Pick a time on the calendar below and confirm a few details. You’ll get an email with the Zoom/phone info right away.