Schedule a fit conversation.

Fifteen minutes to learn your situation, answer your questions about the packages, and tell you honestly whether TFS is the right partner. No documents needed. No obligation.

Pick a time Prefer to send a note?

Come as you are — don’t gather paperwork. Sensitive documents are collected only after engagement, through the secure client portal.

What to expect

Fifteen minutes, no pressure.

A fit conversation is exactly that — a conversation. Here’s how it goes.

Before

No prep required

Don’t gather documents. We only need a high-level picture of your situation.

During

We learn your situation

Entities, complexity, timing, and what you’re looking for. Ask us anything about the packages.

After

An honest recommendation

After CPA review, we recommend the package that fits — or tell you plainly if TFS isn’t the right firm.

Ready when you are

Pick a time that works.

Choose a slot and we’ll confirm by email. We’ll use the time to understand your situation and likely package fit.

Online scheduler Open the scheduler

Opening the scheduler…

In production this loads the online scheduling calendar to confirm your slot. The form collects name, email, phone, and a short note only — never documents.

A fit conversation makes sense if…

You’re a professional-service owner, a serious single-entity business, a multi-entity household, or you’re facing trust, estate, or pre-transaction complexity — and you want a structured, year-round CPA relationship rather than a seasonal return.

TFS is usually not the right fit for a one-off return with no ongoing needs, or for bookkeeping-only engagements — and we’ll say so early, with a referral where we can.

See who we serve

Website disclaimer

A fit conversation helps TFS understand your situation and likely package fit. It is not a tax-planning engagement, proposal, or client relationship. Final scope and pricing depend on CPA review and a signed engagement letter. Information on this website is for general educational purposes only and is not tax, legal, accounting, investment, or financial advice. Do not submit SSNs, EINs, tax returns, notices, bank statements, payroll reports, trust documents, estate documents, or other sensitive tax information through public website forms.