Book a Call
Schedule a confidential consultation. No obligation, no sales pitch.
Prefer to call? (424) 291-9062
What to Expect
Discovery
We'll review your current revenue, tax liability, and financial structure to assess fit.
Assessment
If you qualify, we'll outline the potential savings and how the Strategic Giving Partnership would work for your situation.
Decision
No pressure. You'll have everything you need to make an informed decision on your timeline.
Frequently Asked Questions
Consultation Questions
What happens on the initial call?
The call is a 15-minute qualification conversation. We review your current tax situation, income sources, entity structure, and annual tax liability to determine if the Strategic Giving Partnership is a fit. There is no sales pitch — if you qualify, we explain the next steps. If not, we will tell you directly.
Is there a cost for the initial consultation?
No. The initial qualification call is complimentary. We use this time to understand your situation and determine if our approach can deliver meaningful tax savings for you.
What information should I have ready?
Ideally, know your approximate annual revenue, current annual tax liability, entity structure (S-Corp, C-Corp, LLC, etc.), and whether you have any existing charitable giving. Exact numbers are not required for the initial call.
How quickly can I expect results after the call?
If you qualify and choose to proceed, the initial structure setup takes 4–6 weeks. Most clients see their first tax reduction within 60–90 days of engagement.
Can my CPA or attorney join the call?
Absolutely. We encourage it. Having your existing advisors on the call helps everyone understand the strategy and ensures a smooth implementation if you decide to move forward.
Who this is for: Business owners, physicians, attorneys, real estate investors, and family offices with $2M+ in annual revenue and $500K+ in annual tax liability. We accept a limited number of new engagements each quarter.