Contact
Get in touch with the office.
Not a client yet?
The fastest route is an application for a paid consult. The form below is for media, speaking, book, and general questions only.
Office
Send a message
For non-sales matters, media requests, speaking, book questions, and general enquiries. Replies typically go out within two business days.
- Nashville, Tennessee
- Use the form for the fastest reply
Frequently asked
- Do you replace my CPA?
- No. Your CPA files; Brian plans. The two roles work together, most engagements include direct coordination so your CPA can implement what the plan calls for.
- Why is the first consult paid?
- Because it is real work. You get strategy in the room, not a sales pitch, and Brian reviews your intake before you meet.
- Is this available outside Tennessee?
- Yes. Federal tax planning applies nationwide, and Brian coordinates with local counsel where state-specific legal work is needed.
- What if I am a W-2 employee?
- The $750 Employee Tax Checkup is built for you. The owner-level offers are not.
Disclaimer: information on this site is general and educational. It is not legal or tax advice, results described are not a guarantee of any particular outcome, and no attorney-client relationship is created until a written engagement is signed.