The business discovery consultation is your in-depth analysis of your current tax or financial needs.

Here are the individuals who should book this session.

Businesses interested in Financial Strategy & Operations

Do you have questions about your organization structure, policies and procedures, pricing model , how to increase revenue or attract investment? If so,  this session is for you.
 

Individuals and Businesses with Tax Issues or Concerns

If you or your business have fallen behind on taxes and are worried about notices, fees, levies, liens and seizures, I can help you.  I’m passionate about helping businesses and individuals resolve their problems with the IRS so that they can relieve stress and get back to focusing on what they do best.