What to Expect During Your Consultation

If tax season has you feeling overwhelmed, unsure, or confused you’re in the right place. Whether you’re self-employed, a business owner, or filing individually, this consultation is your space to get clarity, support, and professional guidance .

We’ll walk through your questions, look at your situation, and make sure you feel confident and prepared before moving forward with your return.

Why This Call Matters

So many people walk into tax season feeling…

❗ Unsure what documents they actually need

❗ Afraid of missing deductions or credits

❗ Confused about self-employment income

❗ Worried about doing something wrong

❗ Tired of tax preparers who rush through everything

❗ Nervous about how much they may owe or if they’ll get a refund

This call gives you peace of mind before filing.
You’ll walk away feeling clearer, calmer, and ready not stressed or confused.

What You’ll Walk Away With

By the end of our call, you will have…

✔️ Answers to your tax questions

✔️ Clear next steps for filing

✔️ Confidence about your situation

✔️ A better understanding of your refund (or what you may owe)

✔️ Peace of mind knowing a professional is guiding you

How It Works

1️⃣ Book a 30-Minute Consultation Below

Choose a time that works best for you.

2️⃣ Receive your Zoom Link Instantly

It will be emailed to you immediately after booking.
3️⃣ Bring Your Documents or Questions

Come prepared so we can make the most of your time.

FAQs

Do I need all my documents before the call?

No bring whatever you have! This call is designed to help you understand what you still need.

Is this call required before becoming a client?

Not required, but highly recommended. It helps us start on the right foot and ensures you feel comfortable.

Will you review my documents during the call?

Yes, as time allows. If something requires a deeper look, I’ll let you know the next steps.

What if I’m self-employed?

No problem, I’ll help you understand what you need and what expenses you can claim.

What if I don’t know my filing status?

No worries I’ll help determine that on the call.