Book Your Consult -- BBSI Tax
Book your consult

Two ways to start.

Ready to get your Game Plan? Book and pay for your Comprehensive Consult in one sitting -- pick a time, tell us about your business, agree to the terms, and pay. Not ready yet? Grab a free 15-minute Fit Call instead. No pressure either way.

Option A -- recommended

Book & pay for your Comprehensive Consult

Self-serve and all in one sitting. You pick your time, select the option that matches your business so you pay the correct amount, agree to the consult terms, and pay securely. We reach out to get you set up after payment.

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1. Pick your time

Choose a consult slot on the calendar that works for you.

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2. Match your situation

Select your complexity (number of entities and real estate) so your price is correct automatically -- no back-and-forth quoting.

3. Agree & pay

Check the box to accept the consult terms, then pay securely. Your Game Plan is the deliverable. Fee credited toward onboarding if you sign within 10 days.

How payment works. Your consult is booked and paid in the same step through our secure checkout (Stripe). You accept the consult terms at checkout. After payment, we send your secure onboarding to gather documents. The consult delivers your written Game Plan and does not include preparing or filing any tax return.
Option B -- not ready to commit?

Book a free 15-minute Fit Call

A short, no-pressure conversation about your goals and where you may be overpaying. Nothing to upload. Optional -- it is not a required step.

You share

Your goals and biggest frustration.

We reflect

Where the opportunity likely is.

Next step

Book your consult when you are ready.

No documents needed. This call is free, and there is nothing to gather beforehand. Pick a date and time below, then answer a couple of quick questions to confirm.