Before we meet, here's what to expect.
What to have ready:
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A rough sense of your annual income and entity structure, whether that's W-2, S-Corp, LLC, or a mix
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Whether you have any tax reduction strategies in place today
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Your biggest financial frustration right now
The discovery call runs 20 minutes and it's a conversation rather than a presentation.
We'll spend most of it understanding your situation, meaning your income structure, your current CPA relationship, anything you already have in place, and what you're trying to solve. At the end we'll tell you honestly whether EWS is a fit and what the logical next step looks like.
We don't do hard closes. If it's not the right fit we'll say so and point you somewhere better.
Pick a time that works for you.
This is a 20-minute Zoom or phone call. No pitch, no hard close, and no obligation on the other side of it. If it isn't a fit, we'll say so.