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20 Minute Introduction Phone Call

This call is for business owners who are looking for ways to save on taxes and make sure they are doing things correctly. This initial call will allow you to explain what is going on. *This is NOT a strategy call. No solutions will be given.*

Free · 20 minutes

40 Minute Tax Anaylsis Call

During the call, we’ll discuss your business and tax situation. Review of your goals and objectives. Identify possible tax planning strategies to optimize financial position. If you become a client within 30 days of your initial appointment date the full $225 will be applied towards future services. Appointments cancelled within 24 hours will not be refunded. Appointments cancelled with more than 24 hours notice will have the fee applied to their new appointment.

$225 · 40 minutes

60 Minute Tax Strategy (Initial Steps)

This call is for those who want to: 1. Review your last 2 years of taxes. 2. To find the mistakes/missed opportunities that may be costing you thousands 3. Want to walk away with an analysis that will be reviewed with you detailing the tax savings. *If we can not save you at least $1000, you will receive a full REFUND!

$499 · 1 hour


Sandra Morno