Select a meeting type and choose a time that works for you. All consultations are conducted via video call or phone.
Browse our Google Calendar options below to find the consultation that best suits your needs. All meetings are conducted via video call or phone.
A complimentary introductory call to understand your needs and determine how we can help. No preparation required.
Phone + intake required · 24h notice
Book Complimentary Consultation →In-depth discussion of your tax situation, strategy options, and optimization opportunities. Complimentary for businesses with revenues over $100k.
Phone + intake required · 24h notice
Book Tax Session →Comprehensive consultation for complex matters: SEC reporting, IPO readiness, entity restructuring, or multi-entity tax strategy.
Book Consultation →Tax strategy, capital markets insight, and planning moves — straight from Kurt's desk, monthly.