Contact
The first conversation costs nothing.
Thirty minutes on your income, your entities and whether planning will pay for itself. Choose a time below, or write to us and we will arrange one.
The first call
Thirty minutes, and a clear answer.
Have last year's return nearby, with a rough picture of your income, your entities and any sale, vest or purchase on the horizon. Nothing needs to be sent in advance.
We walk through how your income is earned and held, what is already built into your return, and where the numbers suggest room to improve.
If planning is warranted, you receive a fixed quote for the Tax Position Analysis. If it is not, we will tell you. There is no charge and no obligation.
Schedule
Choose a time.
Times appear in your local time zone. You will receive a confirmation and a calendar invitation as soon as you book.
Reach us
At The Star in Frisco. Available in every state.
5 Cowboys Way, Suite 300
Frisco, TX 75034
Our office is at The Star in Frisco. Meetings in person by appointment.
Clients in all 50 states, served remotely by an Enrolled Agent.
Please do not email tax documents or Social Security numbers. Once engaged, you receive access to our secure client portal.
Common questions
Before you book.
Yes. The call is thirty minutes, with no charge and no obligation.
No. Enrolled Agents are federally authorized to represent taxpayers before the IRS in every state, and most of our clients work with us remotely.
Planning begins with the Tax Position Analysis, a fixed fee quoted before any work begins. If you only need a return prepared, the filing estimator gives you a starting figure.
Through the secure client portal you receive once engaged. Please do not send tax documents or Social Security numbers by email.