Paid Strategy Engagement

Discovery Session

A 60-minute, deliverable-backed working session with an Enrolled Agent. For situations too complex for a 15-minute fit call.

Standard

$297

60-minute video call with Burak Genc, EA, MST
Prior-return review (1 year)
Written recommendation memo within 3 business days
Identified compliance gaps + flat-fee proposal for any work
Credited 100% toward engagement fee if you proceed within 60 days

Best for:

S-Corp/LLC owners, real estate investors, multi-state filers, equity-comp holders.

Book Standard Session

Specialist

$497

90-minute video call
Prior 2 returns + IRS account transcript pull included
Written technical memo with citations within 5 business days
Roadmap for Form 5471 / Streamlined / Form 3520 / 5472 situations
Credited 100% toward engagement fee if you proceed within 60 days

Best for:

Cross-border, foreign-account, E-2 visa, foreign-owned LLC, expats with unfiled years.

Book Specialist Session

The Discovery Session is not the same as the free 15-minute call.

The free call is a 15-minute fit check - we confirm we can help and quote engagement fees for routine work. The Discovery Session is paid, deliverable-backed work; you leave with a written memo even if you do not engage us further.

Not sure which to book? Start with the free 15-min call

Disclaimer: This page is for general informational purposes only. The Discovery Session does not establish an attorney-client or tax-practitioner-client relationship until a separate engagement letter is signed. Tax laws change frequently. Please consult a qualified tax professional for advice specific to your situation.