Uncle Pat avatar Pivot Aide Tax
Home File Taxes Tax Strategy
Business Appointments
Tel: 1 (571) 470-3754
Schedule Time

Speak with someone who can actually
do something about your tax bill.

No sales pitch, no commissioned reps. You speak with a seasoned tax practitioner who reviews your numbers, reads your notices, and outlines clear options.

Choose Your Session

Select the consultation that fits your needs

Advisory · Free

45-Min Scoping Call

For business owners and high earners exploring The Standing File year-round retainer. We review prior returns and model annual tax strategy.

Free · Phone or Video
Review · Free

Second Look Review

A forensic check of your last three filed tax returns to identify missed deductions, incorrect entity classification, or unclaimed credits.

Free · Up to 3 returns
Urgent · Free

Notice Triage

Holding an IRS or state revenue notice? Upload your letter for an expedited read within two business days: what it means and what it costs to resolve.

Free · 2-day turnaround
General · Free

1-Hour Tax Consultation

General strategy conversation for individuals moving into new business entities, buying commercial property, or facing multi-state filing.

Free · 60 minutes
Book 1-Hour Tax Consultation

No sales calls · No commissioned reps

You speak with a tax practitioner.
Not someone who reads from a script.

Direct Booking

Reserve Your Appointment Now

Fill in your details and select your preferred consultation format. We review every request before confirming the time slot so our team is prepared before we get on the phone.

Our Confidentiality Guarantee

All documents and communications are protected by practitioner-client confidentiality under IRC § 7525 and encrypted in our secure vault.

Need immediate assistance?
Call our direct office line: 1 (571) 470-3754
Office hours: Monday – Friday, 9:00 AM – 6:00 PM EST

Choose a PDF or drag & drop here
IRS letter, CP2000, 5071C, state notice, or prior return