Free 1-on-1 Consultation
Meet one-on-one with Isaac Mohammed, CPA, EA
Your first meeting is free, with no obligation. We'll get to know you, understand what's going on, and walk you through your options and next steps in plain language. Meetings are virtual, by video or phone, so you can join from anywhere.
What can we help you with?
Pick the topic closest to your situation. Not sure? Book any consultation and we'll figure it out together.
Paying too much tax?Let's plan ahead.
- Year-round tax strategy
- Entity and S corp review
- Retirement plan strategies
- Quarterly estimated taxes
- Business deduction review
- Rental and real estate planning
Dreading tax season?Get it filed right.
- Individual returns
- Business and corporate returns
- Rental property reporting
- Self-employed and 1099 income
- Prior-year and late returns
- Amended returns
Behind on your taxes?Know your options.
- Payment plans
- Offer in compromise
- Penalty relief
- Liens, levies, and garnishments
- Unfiled tax returns
- IRS and state notices
Behind on your books?Let's get them clean.
- Monthly bookkeeping
- Catch-up and clean-up books
- Bank and card reconciliations
- Financial statements
- Payroll compliance
- QuickBooks and Zoho Books setup
Ready to scale up?Grow with a plan.
- Cash flow forecasting
- Pricing and profitability review
- KPIs and financial dashboards
- Budgeting and growth planning
- Tax-smart entity structure
- Retirement plan strategy
Not sure where to start?Let's talk it through.
- General tax and accounting questions
- Starting a new business
- Life changes: marriage, a move, a new job
- A second opinion on a return
- Switching accountants
- Anything else on your mind
What happens in your free consultation
Every free consultation follows the same simple structure, so you know exactly what to expect.
Getting to know you
Who you are, your household or business, and what you want to accomplish.
Understanding the problem
What's going on, how long it's been happening, any deadlines or letters you've received, and what you've tried so far.
A quick look at your documents
If you have them, we'll review key documents together, such as your last tax return, an IRS or state notice, or recent financial reports, to spot issues and opportunities.
Your options
We'll explain the options that fit your situation in plain language, along with what we'd recommend and why.
How your documents are shared
We'll show you exactly what we'd need and how to send it securely through our File Upload Center, with electronic signatures for engagement letters and IRS forms. No mailing or office visits needed.
Next steps
If you'd like to move forward, we'll outline the scope of work, the timeline, and a clear fee quote. There's no pressure to decide during the call.
What the free consultation is, and isn't
It is
- A no-obligation conversation about your situation
- A chance to ask questions and get clear answers
- An overview of your options and our recommendation
- A clear quote if you'd like our help
It isn't
- Preparation of your tax return or financial statements
- A full review of all your records
- Representation before the IRS or your state
- A sales pitch. If we're not the right fit, we'll tell you.
How to prepare
Have ready
- Your questions and goals
- Your most recent tax return
- Any IRS or state letters
For businesses
- Recent profit and loss and balance sheet
- The accounting software you use
- Your business structure (LLC, S corp, etc.)
Don't have everything?
- That's okay. Come as you are.
- We'll tell you what to gather afterward.
- Many clients start with just a letter or a question.
Choose a time
Calendar not loading? Open the booking page
Common questions
Is the consultation really free?
Yes. Your first one-on-one consultation is free with no obligation. If you decide to work with us, you'll get a clear quote before any paid work begins.
Is the meeting in person or virtual?
Meetings are virtual, by video or phone. In-person meetings are available on request for a fee.
Do I need to send documents before the meeting?
No. Documents are helpful but not required. You can share them during the call, or upload them securely afterward through our File Upload Center.
What if I received a letter from the IRS?
Book as soon as you can and have the letter with you. Most notices have response deadlines, and acting early keeps more options open.
What happens if I decide to move forward?
You'll receive an engagement letter to sign electronically, a list of what we need, and instructions for uploading documents securely. Then we get to work and keep you updated along the way.
Prefer to reach out directly?
Call or email and we'll find a time that works for you.