Book a Discovery Session

A discovery session is a 30-minute Zoom meeting for you and Tom to discuss your tax matters and determine if you can work together on them. He will give you an honest assessment of your situation and how he can help you.

You’ll get the most out of the discovery session if you upload your information prior to the session for Tom to review. If you’d like, you can redact any personal information, such as your Social Security number. Simply follow the instructions in your confirmation email once you have scheduled the discovery session.

Please note there is a $195 non-refundable fee to schedule a discovery session.