Client portal & contact

Clients sign in here. Everyone else, start below.

Client portal

Existing clients: complete intake questionnaires, upload returns securely, and read your plan documents and quarterly reviews.

Not a client yet?

The fastest route is an application for a paid consult. This contact form is for media, speaking, and general questions only.

Apply for a Paid Tax Consult

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.