Book a call
Let’s find a time that works.
A 30-minute intro call. Bring whatever is on your mind — last year’s return and your current books are useful, but nothing is required to have the conversation.
If you would rather send the details first, email works too. I read everything before we talk.
Intro call
Length
30 minutes
Where
Google Meet
Time zone
Central Time
Cost
None, and no obligation
Before we talk
Answer a few questions first, then pick a time.
A few minutes. Rough numbers are fine. No documents. I read them before the call, so we start with your situation rather than the basics — and my calendar is the last step.
Everything else
Email is fine too.
For questions that do not need a call, or if you would rather write it all down first.
We start with your actual situation
I tell you what I would look at first
If it looks like a fit, I explain the recommended scope, fee and next steps
If it is not a fit, I will tell you directly