Your intro call is on the calendar.

You’ll get a calendar invite and a confirmation email shortly.

What to expect:

Here’s what we’ll cover (15 minutes):
We’ll confirm what you need help with, what years and entities are involved, and whether I’m the right CPA for the job. If it’s a fit, I’ll outline next steps and pricing.

What to Prep:

To make the call fast and useful, have this handy:

  • Your most recent tax return (PDF is fine)

  • Any IRS or state notices you’ve received

  • A quick list of income sources (W-2, 1099, K-1, rentals, crypto, business, etc.)

  • If you own a business: your bookkeeping platform (QuickBooks, Xero, spreadsheets, vibes)

No worries if you don’t have everything. This call is about clarity, not homework.

If you need to reschedule:

Need to move the time?
Use the reschedule link in your Calendly confirmation email so we keep everything clean and synced.

What Thrive-Tax is like to work with:

High touch, clear deadlines, and no mystery meat tax prep. You’ll know what I’m doing, why I’m doing it, and what it costs before we start.

If anything urgent comes up before we talk, reply to the confirmation email and include “URGENT” in the subject line.