Basic Consultation

Basic Consultation

Best for individuals or small businesses needing clarity and direction

Includes:

• 30–45 minute consultation (phone or virtual)

• Review of current tax situation or bookkeeping setup

• General assessment of financial health

• Identification of immediate issues or red flags

• High-level tax or bookkeeping guidance

• Q&A session

• Summary of recommended next steps

Does NOT include:

• Preparation of tax returns

• Bookkeeping cleanup

• Financial statements