60-Minute Tax Strategy & Financial Statement Advisory

A 60 minute deep-dive Tax Strategy and Financial Statement Advisory consultation covering proactive Tax Savings, Cash Flow Statement analysis, and Profit & Loss and Balance Sheet positioning.

Your $199.00 consultation fee is 100% credited toward our $989/month advisory retainer if you enroll within 14 days.

Standard self-serve consultations are available Wednesday through Friday, with Monday and Tuesday sessions available strictly by request and at the Firm's discretion.

All consultation fees are non-refundable once booked. Clients may reschedule once at no charge with at least 24 hours' notice, and cancellations with at least 24 hours' notice receive a 100% firm credit valid for 90 days (no-shows and cancellations within 24 hours are forfeited).

Edom & Co. CPAs reserves the right to reschedule an appointment once if an urgent conflict arises. If the firm must reschedule a second time, the Client may choose a new date or request a full refund via Shopify.