Select the meeting type below to book time directly on my calendar. All meetings are held via Zoom.
No agenda, no spreadsheets, no tax code. Just a quick virtual coffee to connect, catch up, or talk through something on your mind.
A focused call to understand your business, spot potential tax savings, and determine if a deeper strategy conversation makes sense.
A complimentary introductory call to discuss your tax situation, identify potential savings, and see if we're the right fit.
A focused conversation about your financial picture: portfolio performance, retirement projections, asset allocation, and how it all connects back to your tax strategy.
Your completed plan, walked through together: what was found, what each item is worth, and the order to do it in. Already paid for as part of your Eiduk Tax Strategy Review. Please upload your documents before booking, or there is nothing to walk through.
This is a working session, not a sales call. We'll dive deep into your specific tax situation with tailored strategies and actionable next steps you can implement immediately.
Your kickoff call where we walk through your client portal, review your uploaded documents, and outline the first strategies we'll be implementing from The Eiduk Pathway™.
This is where strategy becomes savings. We'll set up structures, file elections, and make sure everything is done right.
Every quarter, we review your numbers, adjust your tax strategy, and make sure you're maximizing every opportunity.
A focused discussion to address questions about your tax plan, review strategy updates, or talk through any financial decisions you're considering.