Pick the conversation
that fits where you are.
Two ways to engage. Both go directly to Stan — no intake team, no screening associate. Choose the option that matches your situation.
Discovery Call
20-25 minutes · Phone or Video
A direct conversation about your entity, income profile, and current tax approach. We'll identify whether there's a real opportunity and tell you honestly what it looks like. No pitch. No obligation. If there's nothing meaningful to find, we'll say so.
- Entity structure review
- S-corp election fit assessment
- Retirement plan gap check
- Honest fit assessment
Strategy Session
60-75 minutes · Phone or Video
Come with a specific question. Leave with a modeled answer, an estimated tax impact, and a clear action plan. Best for owners who already know there's an opportunity and want to understand the specifics before committing to an ongoing engagement.
- S-corp election modeling with numbers
- Retirement plan selection and sizing
- Entity restructuring analysis
- Real estate tax strategy review
Not sure which fits? Send a message and we'll point you in the right direction.