Book a Strategy Session.

For when you have a specific question rather than a whole plan. One focused hour with Jose, billed hourly with a one-hour minimum. You leave with an answer and notes you can act on.

What it is good for
  • A closing coming up and nobody has told you how the gain will be treated.
  • A structure question on a specific deal, before you paper it.
  • An IRS notice you want read properly before you respond.
  • A second opinion on something your current CPA has proposed.
Billed hourly
1 hour

One-hour minimum, quoted when you book. If the session turns into a full engagement, the fee comes off the first invoice.

Find a time

Looking for the full plan instead? RSVP for the Masterclass.

Pick a time

Find an hour that suits.