New here? Every first meeting is the Complimentary Tax Consultation. Clients, book your meetings from your client portal. All meetings are held via Zoom.
A complimentary introductory call to discuss your tax situation, identify potential savings, and see if we're the right fit.
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 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 & Wealth Plan. 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.