See your dates
before they arrive.
A free, no-obligation ~30-minute conversation about your income, gains and estate exposure. No tax return, no documents. You’ll leave with two or three specific moves to consider — and when to make them.
~30 minutes, free, no obligation. No documents needed.
What it is
A focused conversation, not a sales pitch. A handful of questions is enough for us to see where timing could matter most for you — the vest, the exercise, the sale, the inheritance — and what’s worth doing about it.
~30 minutes, by video
Free
No obligation
No documents needed
What you leave with
Two or three specific moves
Not a generic checklist — the moves that fit your situation, named on the call.
A rough sense of their size
An illustrative, order-of-magnitude view of what each move could be worth. Not a guarantee of any result.
The dates they depend on
When each move has to happen — and which windows are closing first.
Who it’s for
Founders & business owners
A funding round, a term sheet or a sale on the horizon — or a large tax bill in your peak earning years.
Equity-compensated professionals
A big vesting year, ISOs to exercise, an IPO or a lockup ending — or one stock that’s most of your net worth.
High-net-worth families
An estate taking shape, an inheritance, appreciated property or the years before RMDs.
How it works
Tell us about you
A short assessment: what describes you, what’s coming up and roughly when. No account numbers or tax returns.
Talk it through
We reply personally to arrange a time, then spend about 30 minutes on your situation and the dates ahead.
Get your findings
Two or three specific moves, a rough sense of their size and when to act. Business owners with a big-ticket strategy in play get a free feasibility deep-dive as a second session. You keep the findings whether or not you join.
Common questions
Do I need to bring my tax return or any documents?
No. The Tax X-Ray is a conversation — no tax return, no documents, no account numbers. We review your actual returns and statements only once you’re a client.
Is it really free? What’s the catch?
It’s free and there’s no obligation. You keep the findings whether or not you become a client. At the end, we’ll show you how membership works if you want to go further.
What happens after the call?
Nothing, unless you want it to. If you do, you choose the service option that fits and we start building your plan. Business owners with a defined benefit plan or an exit in play can first get a free feasibility deep-dive.
Know your dates
before they arrive.
Start the short assessment. We’ll reply personally to arrange your free ~30-minute Tax X-Ray.
~30 minutes, free, no obligation.