Free Consultation
Book your free consultation
Pick a time below, enter your name and email, and you'll get a calendar invite with a video link right away.
What to expect
- A 30-minute video call with our team.
- We review your situation and where you may be overpaying
- You leave with clear next steps, no obligation
Helpful to have ready
- Last year's tax return
- Your most recent pay stubs or 1099s
- Any IRS or state letters
Prefer to call or message? (908) 662-4688
Can't find a time?
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Consultation questions
Is the consultation really free?+
Yes, there is no cost or obligation.
Will I get a reminder?+
You'll get a calendar invite by email that adds to your calendar, so your calendar app reminds you.
Can I reschedule?+
Yes, use the link in your confirmation email.
Do you meet in person?+
Consultations are virtual by video, so you can meet from anywhere.