Book A Free Consultation

Yes. This is a no-comittment consultation for both parties to determine if we can help serve each other. 

Most are 20-30 minutes. However, we can spend as long as needed to answer your questions.

We recommend bringing any of the following forms that are applicable to your situation.

• W-2 forms from all employers
• 1099 forms for other income sources
• Any other records of other income
• Schedule K-1 forms for investments in partnerships, S-Corporations, or trusts

Yes. Phone and Zoom meetings are available for our clients that can't travel out to Kuna. Let us know either in the contact form, or when we reach out to schedule that you would like to do a virtual meeting.

After filling out the consultation form we will reach out the next business day. If after the consultation both parties agree to work together, we will immediately onboard and start services.