Let’s build your tax strategy.
Pick a time below. No sales pressure, no obligations — just an honest conversation about your situation and whether we’re the right fit.
Prefer to talk right now? Call (217) 788-0750
What to expect
A friendly 30 minutes to get to know your situation, hear what you’re looking for, and answer any questions. From there, we’ll send a tailored proposal that fits what you actually need.
A note on how we work: tax preparation we offer on its own. Tax planning comes paired with prep and ongoing support — we don’t do one-off planning or hourly consulting.
Questions we’ll answer
- What services do you offer and what level is right for me?
- How can Taxstra help reduce my specific tax burden?
- What will a tax planning engagement look like?
- How much will your services cost given my situation?
No judgment. No confusing jargon. Just clear, honest answers and a secure, digital-first process. If we’re not the right fit, we’ll tell you — and point you in the right direction.
Who is this call for?
This discovery call is ideal for people who want more than basic tax preparation — they want a partner who helps them keep more of what they earn.
Real Estate Investors (STR/LTR)
Maximize depreciation, navigate passive loss rules, and understand the STR loophole.
Physicians & Medical Professionals
Optimize W-2 income, plan for partnership buy-ins, and reduce tax burden on high earnings.
Business Owners (LLC/S-Corp)
Determine optimal entity structure, plan reasonable compensation, and maximize deductions.
Individuals & Families (W-2)
Ensure accurate tax preparation, identify missed deductions, and plan for major life events.
The 30-minute roadmap.
Talking to a new accountant can be intimidating. Here is exactly what happens from the moment you book until we start working together.
Pre-Call Analysis
Before we even dial your number, we review the details you provided — entity type, industry, and state — so we have relevant strategies ready.
The Diagnostics
Minutes 0–15: we ask about your pain points. Overpaying? Bookkeeping a mess? Worried about an audit? We identify the immediate fires.
The Prescription
Minutes 15–30: we outline exactly which service tier fits you. If you need a simple 1040, we say that — no upselling.
Onboarding & Launch
If we’re a match, you get a digital proposal within 24 hours. Sign, pay the deposit, and upload prior returns in our portal.
Common questions.
Is the discovery call really free?
Yes, 100%. The 30-minute consultation is completely complimentary. We use this time to understand your situation and determine if we can add value. There's no obligation to hire us afterward.
What should I have ready for the call?
No preparation is strictly required, but it helps to have a general idea of your current income sources, any business entities you own, and any specific tax concerns you want to discuss. We'll guide the conversation from there.
Do you work with clients outside of Illinois?
Absolutely. We work with clients in all 50 states. Our fully digital process means location is never a barrier. Many of our real estate investor clients have properties in multiple states, and we handle multi-state filings routinely.
What if I just need simple tax preparation?
We handle that too! While we specialize in proactive tax planning, we also provide accurate, thorough tax preparation for individuals and businesses of all sizes. The discovery call helps us match you with the right service level.
Ready when you are.
Stop leaving money on the table. It starts with one conversation.