Let’s Build Your Next Level Together

Whether you need tax guidance, business strategy, mentorship, or CRM solutions, we’re here to help you

create a customized plan for success.

Let’s Build Your Next Level Together

Whether you need tax guidance, business strategy, mentorship, or CRM solutions, we’re here to help you create a customized plan for success.

Choose Your Consultation

Tax Consultation

$99 | 30 Minutes

Perfect for individuals and business owners

who need professional tax guidance.

Includes:

Tax questions answered
Filing strategy
Business tax guidance
Next steps

Business Strategy Session

$199 | 60 Minutes

Designed for entrepreneurs ready to grow

and organize their business.

Includes:

Business structure review
Revenue planning
Marketing strategy
Systems recommendations
Action Plan

Mentorship Discovery Call

FREE | 20 Minutes

Learn which Elevate Tax Solutions

program is right for you.

Includes:

Goals assessment
Program overview
Q&A
Next steps

CRM Demo & Consultation

FREE | 20 Minutes

See how Leads2Elevate CRM can automate

and scale your business.

Includes:

Live CRM walkthrough
Automation overview
Pricing discussion
Q&A

Choose Your Consultation

Tax Consultation

$99 | 30 Minutes

Perfect for individuals and business owners who need professional

tax guidance.

Includes:

Tax questions answered
Filing strategy
Business tax guidance
Next steps

Business Strategy Session

$199 | 60 Minutes

Designed for entrepreneurs ready to grow and organize their business.

Includes:

Business structure review
Revenue planning
Marketing strategy
Systems recommendations
Action Plan

Mentorship

Discovery Call

FREE | 20 Minutes

Learn which Elevate Tax Solutions

program is right for you.

Includes:

Goals assessment
Program overview
Q&A
Next steps

CRM Demo & Consultation

FREE | 20 Minutes

See how Leads2Elevate CRM can automate and scale your business.

Includes:

Live CRM walkthrough
Automation overview
Pricing discussion
Q&A

What Happens Next?

Step 1

Select your consultation.

Step 2

Choose your preferred date and time.

Step 3

Complete your secure booking form.

Step 4

Receive an email and SMS confirmation with your meeting details.

Why Book With Elevate Tax Solutions?

Personalized guidance
Actionable strategies
Professional expertise
Business growth planning
Year-round support
Clear next steps

What Happens Next?

Step 1

Select your consultation.

Step 2

Choose your preferred date and time.

Step 3

Complete your secure booking form.

Step 4

Receive an email and SMS confirmation with your meeting details.

Why Book With Elevate Tax Solutions?

Personalized guidance
Actionable strategies
Professional expertise
Business growth planning
Year-round support
Clear next steps

Have questions? We’re here to help.

Frequently Asked Questions

Are consultations virtual?

We provide individual tax preparation, business tax preparation, tax planning, tax resolution, business consulting, and educational programs for tax professionals.

Is payment required?

Yes. We offer a secure and convenient virtual tax process that allows you to upload documents, communicate with our team, and complete your return from anywhere.

Can I reschedule?

Required documents may include:

• Government-issued ID

• Social Security cards

• W-2s

• 1099s

• Business income and expense records

• Other applicable tax documents

A complete checklist will be provided after you begin your tax return.

Will I receive a recording?

Yes. We provide tax preparation services for sole proprietors, LLCs, partnerships, S corporations,

and C corporations.

Have questions? We’re here to help.

Frequently Asked Questions

Are consultations virtual?

We provide individual tax preparation, business tax preparation, tax planning, tax resolution, business consulting, and educational programs for tax professionals.

Is payment required?

Yes. We offer a secure and convenient virtual tax process that allows you to upload documents, communicate with our team, and complete your return from anywhere.