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Service

Advisory & Consulting

Not sure which service you need? Start with a focused diagnosis of your situation.

Startingfrom $200

  • Clients who need diagnosis before choosing a service
  • Owners weighing structure or strategy questions
  • Anyone with a complex or unclear situation
The situation

Why this matters

Sometimes the hardest part is knowing what you actually need. A focused conversation turns a vague concern into a clear plan.

Scope

What's included

  • A structured consultation about your situation
  • Guidance on tax system and business-feature considerations
  • A clear recommendation on the right service path
  • How advisory can lead into ongoing monthly support

Pricing starts from $200 and is confirmed during your consultation, so you know the scope and cost before any work begins.

What to prepare

A starting point — we send a checklist tailored to your case.

  • A short summary of your situation and questions
  • Relevant financials or notices, if any
How we work

What working together looks like

  1. 01

    Discovery

    A short consultation to understand your situation, deadlines and what you need help with.

  2. 02

    Document review

    We review what you already have, confirm the scope of work, and tell you exactly what is missing.

  3. 03

    Recommendation & setup

    You get a clear plan: what we will do, what is included, the timeline, and what to expect next.

  4. 04

    Delivery & ongoing support

    We complete the work, keep you informed, and support recurring filings and deadlines if you need it.

Related

Services that often go together

Tax Planning & Optimization

Plan ahead: understand liabilities, deadlines and optimization opportunities for your situation.

View serviceTax Planning & Optimization

Bookkeeping & Accounting

Ongoing bookkeeping, financial records and reporting so your numbers stay accurate and useful.

View serviceBookkeeping & Accounting

Tax Services

Filing support, planning and IRS help for U.S. tax obligations — explained in plain English.

View serviceTax Services
FAQ

Advisory & Consulting questions

A clearer understanding of your situation and a concrete recommendation on next steps — whether that is a specific service, a package, or a one-time fix.

Yes. Many clients start with advisory and then move into a monthly package once the path is clear.

Get started

Have a advisory & consulting question?

Book a consultation and we'll confirm scope, documents and next steps for your situation.

  • Florida-based U.S. practice
  • Works with non-residents & international clients
  • One team owns your work from first contact to filing
  • Clear scope and clear next steps