P
Phone Call
A quick conversation to discuss your entity, books, and answer your first questions.
15 min freeGet in Touch
Start With a Conversation
Whether you’re months away from filing or staring at an IRS notice this week, a short call is always the first step.
Send a Message
Fill out the form and Reid will follow up within one business day.
Ways to Connect
Choose the consultation style that works best for you.
V
Video Consultation
An in-depth virtual meeting with screen sharing for QBO walkthrough, prior-year returns, and a strategy memo.
30 min freeI
In-Person Meeting
Meet at a Bay Area coffee shop to talk through your entity, books, and goals in detail.
45 min free
SF Bay Area, California
Serving SF, Oakland, Berkeley, San Mateo, Palo Alto, Mountain View, and surrounding cities