Stop guessing. Get a complimentary 30 minute consultation for your tax preparation.
Don’t rely on generic internet advice. Speak directly with a qualified tax professional to clarify your entity structure and filing obligations.
Book Free ConsultationNo sales pressure. No hourly billing surprise. Just clarity on your tax situation.
Business owners appreciate the clarity we provide
“In my 40 years of business I have never had a more hassle-free tax experience. Andrew is extremely knowledgeable, professional and personable. He took a stressful process and made it very doable.”
“His calm and patient demeanor made me feel comfortable. I had so many questions about my books, and he answered them all without confusing jargon.”
What we can discuss in your 30-minute session
This isn’t a sales pitch disguised as a meeting. We use this time to understand your specific financial picture and see how we can assist with your filing.
Entity & Structure Check
- Are you operating as a Sole Prop but paying too much in self-employment tax?
- Should you be an S-Corp? We run the numbers.
- Discuss LLC formation if you haven’t started yet.
- Outcome: Clarity on your legal structure.
Deduction Analysis
- Review your major expense categories.
- Clarify the rules on home office, vehicle, and travel deductions.
- Identify “red flags” that might trigger an audit.
- Outcome: Confidence in your write-offs.
Filing Roadmap
- Determine exactly which forms you need to file this year.
- Get a flat-fee quote for us to handle everything (if you choose).
- Discuss timelines for extensions if you are behind.
- Outcome: A clear path to compliance.
How to get your tax questions answered
We keep it simple. No long intake forms or credit cards required to book.
Select a Time
- Step 1: Calendar Access. View our real-time availability.
- Step 2: Brief Details. Tell us generally what you want to discuss.
- Step 3: Confirmation. Receive a Zoom link immediately.
The Consultation
- Step 4: Connect. Join the video call with a US-based tax pro.
- Step 5: Review. We listen to your situation and look at any numbers you share.
- Step 6: Strategy. We provide specific and actionable advice.
Next Steps
- Step 7: The Choice. If you like our plan, we can move to filing.
- Step 8: Flat Quote. You get a fixed price for your return.
- Step 9: Action. Or take our advice and handle it yourself. No hard feelings.
Is a free consultation right for you?
This service is designed for business owners and individuals with complex situations who are tired of “DIY” uncertainty. It is perfect if:
- You have mixed income: A W-2 job plus a side hustle or freelance gig.
- You own a business: LLCs, S-Corps, or Partnerships needing structure.
- You received a notice: The IRS or State sent you a letter you don’t understand.
- You value peace of mind: You want a human expert to verify you aren’t overpaying.
If you just have a simple W-2 we are happy to help, but this session is most powerful for those with business complexity.
Claim Your Spot
Everwise vs. The Alternatives
Why book a call with us instead of searching Google or paying an hourly CPA?
| Google / AI Advice | Everwise Consultation | |
|---|---|---|
| Cost to You | $0 | $0 (Complimentary) |
| Accuracy | Generic, often outdated | Tailored to your 2024/25 data |
| Human Interaction | None | Face-to-face (Zoom) Expert |
| Specific Strategy | Vague generalities | Actionable next steps |
| Obligation | None | None (We earn your trust first) |
Frequently Asked Questions
Is the consultation really free?
Yes. The 30-minute introductory session is 100% free. We believe that if we demonstrate our expertise and value, you’ll likely want to work with us for your filing. If not, you leave with good advice.
Do I have to hire you after the call?
Absolutely not. There is no obligation. We will provide you with a flat-fee quote for our services at the end, but the choice is yours.
Can we discuss back taxes or unfiled returns?
Yes. Many clients come to us with multiple years of unfiled returns. We can use the consultation to create a “catch-up” plan to get you compliant.
What if I am ready to file right now?
If you don’t need a consultation and just want to get started, you can skip the call. Click here to access the secure portal and upload your documents immediately.
Do you work with clients nationwide?
Yes. We are based in Pasadena, CA, but we serve clients in all 50 states via video calls and our secure document portal.
Space is limited this tax season
We only accept a set number of new consultations per week to ensure we can serve our existing clients well. Secure your time slot on our calendar today.
Book Your Free Session