Check Your Inbox: You should receive a confirmation email shortly with the details of your purchase and a receipt. If you don’t see it, please check your spam folder or contact us at [email protected]

Tell Us More About You: To make the most out of our session, you’ll receive a link to a short questionnaire in your confirmation email. Please take a moment to fill it out. Your answers will help us tailor our advice to your specific business needs and goals.

Pick a Time That Works for You within 30 Days of This Purchase: Use the link provided in your confirmation email to schedule your one-hour strategy session. If you need to reschedule, you can do so from the same link.

Gather Your Thoughts and Documents: Consider what specific areas you want to focus on during our session, and have any relevant documents at hand. This might include your business plan, previous year's tax returns, or any other information you believe will help us understand your situation better.

Expert Guidance: You’ll meet with our seasoned professionals who will guide you through strategic planning, tax optimization, and risk management tailored to propel your business forward in 2024.

Interactive Advice: Feel free to ask questions and engage in discussions during your session to maximize your learning and planning.