







Certified Publication Accountant (CPA)
Master’s in Taxation
10+ years working closely with 100s of high-income earners and business owners
Former Tax Professional at Top 10 CPA firms in the Country
Bigger Pockets Featured Tax Professional

Tarantino
Certified Publication Accountant (CPA)
Master’s in Taxation
10+ years working closely with 100s of high-income earners and business owners
Former Tax Professional at Top 10 CPA firms in the Country
Bigger Pockets Featured Tax Professional
What happens during the free tax strategy consultation?
During your consultation, we’ll discuss your financial situation to identify tax-saving opportunities.
The consultation typically lasts 30 minutes. It’s a focused session to dive into your goals and uncover potential savings.
To make the most of our time, bring your most recent tax returns, financial statements, and any relevant documents. Once you book your session, we will send you our "Prep for Your Tax Strategy Consultation Checklist" to help you prepare for the call.
This consultation is perfect for high-income earners, business owners, and real estate investors looking to lower their tax burden. Whether you’re just starting or have complex finances, we can help.
After our session and if our services align with your needs, we will provide you with a secure link to send us your documents so that we can perform a detailed review. This allows us to propose accurate recommendations.
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