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.
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.
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.