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
Why this matters
Sometimes the hardest part is knowing what you actually need. A focused conversation turns a vague concern into a clear plan.
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
What working together looks like
- 01
Discovery
A short consultation to understand your situation, deadlines and what you need help with.
- 02
Document review
We review what you already have, confirm the scope of work, and tell you exactly what is missing.
- 03
Recommendation & setup
You get a clear plan: what we will do, what is included, the timeline, and what to expect next.
- 04
Delivery & ongoing support
We complete the work, keep you informed, and support recurring filings and deadlines if you need it.
Services that often go together
Tax Planning & Optimization
Plan ahead: understand liabilities, deadlines and optimization opportunities for your situation.
View serviceTax Planning & OptimizationBookkeeping & Accounting
Ongoing bookkeeping, financial records and reporting so your numbers stay accurate and useful.
View serviceBookkeeping & AccountingTax Services
Filing support, planning and IRS help for U.S. tax obligations — explained in plain English.
View serviceTax ServicesAdvisory & Consulting questions
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