Everything you need to know before we meet:
We strive to respond to all inquiries within one business day. Please note that during peak tax season and other high-volume periods, our response times may vary slightly as we ensure every client receives the attention they deserve.
To better serve your needs, we offer two options:
Discovery Session (free): A brief introductory call to clarify your needs and define the appropriate scope of services for a formal proposal. This session is focused on intake and scoping and does not include technical tax advice or professional consulting.
Technical Consultation ($450/hr): Best for clients seeking immediate, expert guidance on specific technical questions or strategic financial planning. These sessions are conducted via video conference or in-person meetings.
Note: Formal written reports are not included in the hourly fee.
You can reach us at +1 (305) 831-4093 or visit our office at 6161 Waterford District Dr., Suite 475, Miami, FL 33126. Our team is available Monday through Friday, from 9:00 AM to 6:00 PM ET (Miami time).
To make our time together as productive as possible, we recommend having a brief overview of your business structure, the accounting software you use (such as QuickBooks or Xero), and a brief summary of your top financial challenges and goals to address.
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