You Are One Click Away From Resolving Your Tax Problems.
100% Satisfaction Guaranteed. Not only will we solve your tax problems, but we may even save you a bunch of money on your taxes.
Step 1 - Start With a Simple 10 Minute Discovery Call.
The first step in the process is a simple discovery call with our firm concierge. They will walk you through our intake process and provide you with a secure folder for you to upload any documents.
You can fill out the form to the right OR directly book a meeting with David below if you have access to your calendar. The whole process will take 10 minutes or less. If your matter is urgent, we will also help to expedite a meeting with Sam.
We serve clients nationally and internationally. We can either happy to schedule an in-person meeting, a Zoom call, or a phone conference, whichever your preference.
Step 2 - Sit Down With Sam For Your Consultation
Next, you will meet with the Firm Owner and Director of Legal, Sam Brotman for your consultation. Any information that you can provide or any documents you would like Sam to review are always helpful, so we can ensure that you get as much value as possible.
Sam directs the legal strategy for the Firm and will discuss the particulars of your situation and provide you with an analysis of whatever the situation is.
Our tax action planning sessions go beyond the traditional legal consultation in that we strive to provide immediate value to our clients and to provide them with a plan for resolving their matters, whether or not it requires further representation.
We are happy to provide a summary of the discussion or you are welcome to include others in the consultation to provide you with maximum benefit.
If you require the Firm's engagement or representation beyond your consultation, Sam is happy to explain our monthly flat fee pricing structure and work with you to find cost effective solutions no matter what your budget is.
Tax matters are strategic in nature. If you do not have a plan going in, then you are wasting time, money, and effort.
Our tax action planning sessions go beyond the traditional legal consultation in that we strive to provide immediate value to our clients and to provide them with a plan for resolving their matters, whether or not it requires further representation.
They are a good opportunity to get to know our firm and what we can do for you and are designed to be completely risk free. They come with a 100% money back guarantee and, if we do not deliver value, you do not pay for the cost of the session: plain and simple.
You will meet with Sam or our senior legal team for a 60-minute consultation. During the session, here is what you can expect.
Identify and understand your tax risks and opportunities
Build a complete strategy to defend you or your business against California and the IRS.
Receive a step-by-step tax action plan to resolve your issue and move forward.
No further obligation. We will be able to represent you or assist only if needed.
100% money-back guarantee. You will receive value or the strategy session is free
