Tax Strategy Intake

Complete This Form To Request Strategy Review

I’ll review your information and confirm whether strategy work is the right fit, along with scope and next steps, within 24 business hours.

Key Points

  • Solo firm — you work directly with me
  • 100% virtual office — all services delivered remotely
  • Strategy is scoped after review (no generic one-size pricing)
  • Engagement letter defines exact scope
  • Invoice required before work begins
  • Clear written recommendations and next-step actions
  • Tax prep and bookkeeping can be added only if needed

Tax Strategy Intake - Phase 1