Discovery Session
Standard
- 60-minute video call with an Enrolled Agent (EA, MST)
- Prior-return review (1 year)
- Written recommendation memo; delivery timing agreed before payment
- 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.
Specialist
- 90-minute video call
- Prior 2 returns + IRS account transcript pull included
- Written technical memo with citations; delivery timing agreed before payment
- 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.
"Arc & Ledger provided exceptional service, making my tax preparation seamless and stress-free."
- Christian S., Google Review
The Discovery Session and a new-engagement request are two different paths.
New engagements are accepted selectively, and each request is reviewed before it is accepted. Request availability, and we will confirm whether we can help and when work can begin. A request does not reserve a start date or create an engagement. The Discovery Session remains a paid, deliverable-backed engagement with a written memo.
Request availabilityDisclaimer: 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.