Schedule a Tax Strategy Session

Length: 1 Hour

Take the first step toward resolving your tax issue and/or optimizing your tax situation for maximum tax savings and benefits.

Fill Out the Form to Book a Strategy Session

Meet with our senior legal team for a 60-minute consultation.

  • Identify and understand your tax risks and opportunities.
  • Build a complete strategy to defend your business against California and the IRS.
  • Receive a step-by-step roadmap to resolve your issue and move forward.
  • No further obligation. We will be available to represent you or assist only if needed.
  • 100% money-back guarantee. You will receive value or the strategy session is free.

What Happens Next?

Here is what you can expect once you fill out the form to the right and send it to us:

A member of our concierge team will contact you within 24 hours or on the next business day to walk you through our intake and conflicts screening process.

Should your situation be urgent, we ask that you bypass this form and call our office directly for faster service. The intake process takes less than 15 minutes to complete.

Our team will schedule the appointment with one of our senior legal team members (usually Sam directly) and will take a credit card over the phone or send you a link to submit a $500 deposit.

Our strategy sessions are paid consultations. The cost of our strategy sessions are 100% refundable. In the event that you do not feel value from the engagement, we are more than happy to provide a refund. In situations where the consultation is short and you retain our services, we will normally credit the cost of the consultation toward the initial retainer deposit.

We look forward to meeting with you and helping you build a path to tax relief and resolution.

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