Financial and Tax Talks
Schedule a 1.5 hour advising call or video chat with a Certified Public Accountant (CPA) tailored to your new or recently formed business that may include the bulleted topics. At the time of booking, please specify the nature of the business and industry, type of products sold or services offered, and date of formation.
Ideal for businesses less than 4 years old.
- New Business Formation
- General Advising on Start-up, Finance, Operations and or Profit Planning
- Tax Planning/Strategy
- Advising on Accounting/Bookkeeping
Sometimes you don’t know what you don’t know. Do you have questions about tax planning, strategy, personal wealth or retirement?
Schedule an advising session to discuss general topics below within time booked. To prepare, email particular questions and or desired outcomes for the session.
Personal Wealth
- Tax Planning and Strategy
- Financial Management and Budgeting
- Wealth and Retirement Planning
Small Business
- New Business Formation such as Sole Proprietorship vs. LLC
- Advising on Start-up, Finance, Operations, and Profit and Tax Planning
*For topics necessitating research beyond general expertise, increased fees may apply or the recommendation to consult another expert will be communicated. If unsure, please email prior to booking.
