$549 · 60-75 Minutes
Strategy Session
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.
What We Cover
- S-corp election modeling with numbers
- Retirement plan selection and sizing
- Entity restructuring analysis
- Real estate tax strategy review
Best For
Business owners who already know there's an opportunity and want to understand the specifics before committing to an ongoing engagement. You arrive with a question. You leave with a specific answer, a dollar estimate, and an implementation path.
Good to Know
The session fee is applied as a credit toward any ongoing engagement. If you move forward as a client, you're not paying twice.
Not sure which option fits? See both options →