Discovery Call
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.
Business owners and professionals with $50,000 or more in annual net profit or personal income. If your current advisor has never raised S-corp elections, retirement plan strategy, or entity restructuring with you — this call answers whether you are leaving money on the table and how much.
Stan reviews your situation. Entity structure, income level, current approach — covered in the first few minutes. No forms to fill out in advance.
Specific opportunity identified. If there is a material gap — an S-corp election, a retirement plan, an accountable plan — you will hear what it is and roughly what it is worth.
Honest answer. Whether there is a fit or not, you will hear it directly. If the engagement does not make sense for your situation, Stan will say so.
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Just show up. Stan will ask what he needs to know. 20-25 minutes. Free. A direct answer about whether there is an opportunity and what it is worth.