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What to expect
Before the call
Pick a time in the calendar at the top of this page. You get a Google Meet link by email. If you like, send a few lines about your business or a recent statement to [email protected] so we come prepared.
On the call
Thirty minutes on your books, taxes or a decision in front of you. We ask about your setup, look at what you share, and tell you what we'd fix first.
After the call
If it makes sense to work together, we send a written scope and a price agreed before any work starts. No obligation either way.
What people book us for
- Monthly bookkeeping and catch-up
- Business tax returns (Schedule C, 1065, 1120-S)
- Quarterly estimates and year-end planning
- LLC formation and S corp elections
- 1099 filing for your contractors
- QuickBooks Online setup and cleanup
Before you book
No. The first 30-minute consultation has no charge and no obligation.
Zain Merchant, the founder of Merchant Financial Advisory, or a member of his team of tax and accounting experts, depending on what you'd like to discuss. Zain's background: CPA candidate · ACCA · Big Four (ex-PwC) · PTIN/EFIN tax preparer.
Yes. Call (347) 205-4468, or pick a time in the calendar at the top of this page and add a note that you'd prefer a phone call.
Email [email protected] with two or three times that suit you and we'll make one of them work.
A consultation is general information and does not create a client relationship until we both agree to a written scope.