Schedule Your Strategic CPA Consultation
Schedule your CPA consultation in Irvine today with our expert team to discuss your business goals, current challenges, and discover how our comprehensive services can help you grow and optimize your tax strategy.
30-45 Minutes
Comprehensive discussion
No Obligation
Free strategic guidance
Expert Advice
20+ years experience
Select Your Preferred Time
Choose a time that works best for your schedule. All consultations are conducted via secure video conference or phone call.
Prefer to Talk First?
If you'd rather discuss your needs before scheduling, we're happy to chat.
Come Prepared
To make the most of our time together, please prepare the following information:
Recent Financial Statements
Last 2-3 months of P&L, balance sheet, or tax returns
Business Overview
Revenue size, number of employees, industry, and growth goals
Current Challenges
Specific pain points or opportunities you'd like to discuss
Decision Makers
Key stakeholders who should be involved in the conversation
Who Should Attend?
For the most productive conversation, consider including these key stakeholders:
Business Owner/CEO(Recommended)
Primary decision maker for financial and strategic matters
CFO/Finance Director(Recommended)
Current financial leadership (if applicable)
Operations Manager
Key operational stakeholder for process discussions
Spouse/Co-Owner
For family businesses or personal tax coordination
Meeting Format
What Happens After You Book?
Our streamlined process ensures you get maximum value from your consultation
Confirmation Email
You'll receive an immediate confirmation with meeting details and our questionnaire to complete before the call.
Pre-Call Preparation
Complete our brief questionnaire and gather the recommended documents listed above.
Discovery Consultation
30-45 minute conversation to understand your needs and explore how we can help.
Custom Proposal
We'll prepare a detailed service proposal with transparent pricing within 2 business days.
Need to Reschedule or Have Questions?
We understand that schedules change. You can easily reschedule your appointment or contact us with any questions about the consultation process.
Office Hours: Monday-Thursday: 10 AM–4 PM PST
Response Time: We respond to all inquiries within 4 business hours
"The consultation with Hiren was incredibly valuable. He identified three immediate tax savings opportunities that more than paid for his services in the first month. His strategic insights have been game-changing for our business."
Sarah Chen
CEO, TechFlow Solutions