The Process
A short initial call
it's doesn't have to be any longer than 20 or 30 minutes. Just to get a feel for what help you're looking for and if it fits with the services we offer.
(This one's on me!)
Comprehensive consultation
If we both think we're a good fit for each other, we'll agree on a time for a much longer meeting. I enjoy meeting in person. But, there are times when Zoom is much more practicle. There is a fee and it's payable when we agree on the meeting. If we think we'd like to work together, we can talk more about the level of service that best helps you.
The choice is always yours. But, I'd like to join in your journey.
I went it alone in my first business. I would talk to friends and collegues about specific problems but it seemed like I was always reinventing the wheel. Not fun and what a waste of time and more often than not, money!
Rick Goncher
Enrolled Agent, MSCTA, President & CEO, Founder
If it's not fun, it's not worth doing. I was Born with the sarcasm gene in the south suburbs of Chicago. As an Enrolled Agent (EA) with a degree, a decade of experience as a tax auditor, and as a professional photographer with a small business, I look at things differently than most tax folks. I can honestly say, I've been where you are. There truly is nothing better than playing with a four-year old or the look on a friend's face when I tell them their problem just went away or come up with a plan that can save them thousands of their own money. When I talk about financial and tax strategies, some people want a camo jacket. Others a kevlar vest. What I offer is BOTH. It's not just about what you can save on a tax return. It's about a lifetime of income that gets passed down without being taxed. I'm havin a blast because I love what I get to do. If that’s what you’re looking for, give me call, text or email right now. Let’s talk about the possibilities!
A MAIN STREET CERTIFIED TAX ADVISOR