This is a short, no-charge phone call designed for:
• current clients with a very quick question, or
• new clients who want to briefly review their situation before booking a consult or service.
This is not a working consultation and does not include document review, tax advice, or planning. If your question requires more than a brief clarification, I’ll direct you to the appropriate paid appointment type.
This appointment simply holds a spot on my calendar, and I will call you at the scheduled time.
*During tax season, courtesy calls may be rescheduled based on workload. For time-sensitive or detailed questions, please book a paid consult