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What happens in a consultation
We start by asking what prompted you to reach out, then talk through how your books, taxes or processes work today. By the end you should have a better sense of what needs attention first and whether working together makes sense. There is no obligation to continue.
Consultations take place by phone, online or by appointment, Monday through Saturday from 8am to 5pm. If you would rather talk to someone directly, call (314) 933-6422 or write to proactivestrategies4u@gmail.com.
Hold on to your documents for now. Please do not send tax or personal documents through this website or by email. After your consultation, we will explain how to share them securely.