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Schedule Your Complimentary Tax Plan Consultation

For business owners and W-2 earners making approximately $500,000+ annually, or paying at least $125,000 annually in federal income taxes.

About the consultation
  1. 1Who it is for: business owners and high-income W-2 earners making $500,000+ annually, or paying $125,000+ in annual federal income tax.
  2. 2What we discuss: your situation and whether we're a good fit. We don't recommend strategies until we've determined they're appropriate for your situation.
  3. 3How long: about 30 minutes, held virtually by Zoom.
  4. 4What comes next: if we're a good fit, a paid Tax Savings Assessment customized to your situation.

Prefer to talk first? Call 323-498-1040.

  1. 1. Your situation
  2. 2. Your details
  3. 3. Schedule
Your situation
Which best describes you?
Annual income range (business or W-2)
Estimated annual federal income tax
Your details