MEMBERS PLEASE USE THIS PAGE TO SCHEDULE CONSULTATIONS AS NEEDED
QUICK CHATS - BASIC ADVISORY
Quick Chat
Time: 15-20 minutes
Description: A quick 15-20 minute call or video meeting designed to answer basic, advice related questions that you have. For longer reviews and advisory services, you may need to schedule a longer, more in-depth session.
Fee: $75 ($0 for SIMPOLFIED Priority Access)
Click here to schedule
Quick Chat
(Priority Access Members)
Time: 15-20 minutes
Description: A quick 15-20 minute call or video meeting designed to answer basic, advice related questions that you have. For longer reviews and advisory services, you may need to schedule a longer, more in-depth session.
Fee: $0
Click here to schedule
TAXSCULPT™ ADVANCED TAX PLANNING FOR EXISTING MEMBERS
Tax Planning Discovery Call
Time: 30 minutes
Description: This complimentary 30-minute call is your first step toward smarter, more strategic tax planning. We’ll discuss your current tax situation, identify areas for potential savings, and determine whether our TAXSCULPT™ Advanced Tax Planning program is a good fit for your needs.
Fee: $0
TAX PREP & FILING REVIEWS
Initial Organizer Review
Time: 15-20 minutes
Description: A quick 15-20 minute meeting designed to review your tax filing requirements and address any outstanding questions you may have. This session is ideal for clarifying details and ensuring you're fully prepared for the tax filing process.
Fee: $0
Filing Support
Time: 15-20 minutes
Description: Need help or have questions during the tax prep process? This quick 15-20-minute call is for current clients who need clarification or support related to their tax filing. This isn’t a deep review—just a quick check-in to keep things moving smoothly.
Fee: $0
Final Review
Time: 15-20 minutes
Description: A 25-minute telephone or virtual strategy session to provide information, advice, and recommendations with respect to any tax or other tax-related matters.
Fee: $0
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TAX RETURN REVIEWS
Tax Review Call
Time: 25-30 minutes
Description: A 25-minute telephone or virtual strategy session to provide information, advice, and recommendations with respect to any tax or other tax-related matters.
Fee: $150
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TAX ADVISORY CONSULTATIONS
Advisory | 30-min Consult
Time: 25-30 minutes
Description: A 30-minute telephone or virtual strategy session to provide information, advice, and recommendations with respect to any tax or other tax-related matters.
Fee: $150
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Terms
Advisory | 60-min Consult
Time: 55-60 minutes
Description: A 60-minute telephone or virtual strategy session to provide information, advice, and recommendations with respect to any tax or other tax-related matters.
Fee: $300
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Terms