Whether you need help with tax prep, tax planning, bookkeeping, or business support, choose the appointment that fits your needs and book directly below.
This page is designed to make scheduling simple. Review your options, see who each appointment is for, and choose the one that best matches your needs.
Whether you're a new lead, current client, business owner, or someone simply exploring support, the options below will help you choose the right next step. Each appointment includes a clear description, price, length, and booking option so you can move forward with confidence.
These appointments are best for new clients, returning clients, and individuals or business owners who want to learn more about working with Trailblazing Tax Solutions.
For: New clients, potential collaborators, referral partners, or anyone curious about how our services work.
A brief informational call to explore your needs, learn how our process works, and see whether we're a good fit to work together.
No tax advice will be given on this call. This appointment is informational only.
For: New clients who want to discuss their tax situation, goals, and what type of support may make the most sense.
A great starting point for individuals or business owners who want a quick conversation about their tax situation and how Trailblazing Tax Solutions may be able to help.
No tax advice will be given on this call. This appointment is informational only.
If you're looking for proactive tax guidance, personalized strategy, and a better plan for the year ahead, start here.
For: Individuals, self-employed taxpayers, and business owners who want to reduce their tax bill legally and strategically.
Best for focused tax advice, reviewing income and expenses, identifying tax-saving opportunities, and creating a personalized plan built around your goals. This is ideal for individuals, self-employed taxpayers, and business owners who want strategic guidance before making tax or financial decisions.
Annual advisory packages are available.
For: Business owners, self-employed taxpayers, S-Corp owners, and individuals who want proactive review before the next tax deadline or year-end.
Best for reviewing year-to-date income, estimated tax payments, business expenses, payroll, deductions, and projected tax liability before the next tax deadline or year-end. This session helps you make informed decisions during the year instead of waiting until tax season.
Use this session for Q1, Q2, Q3, or year-end tax planning check-ins.
These appointments are designed for business owners who need help with accounting support, bookkeeping, advising, consulting, or improving business systems.
For: Business owners looking for a bookkeeping partner, trusted advisor, or business consultant.
This is the best option for business owners who want to discuss their operations, current challenges, support needs, and how Trailblazing Tax Solutions may be able to help.
For: Business owners who need focused guidance with bookkeeping, tax planning direction, entity or payroll questions, systems, operations, or financial decisions.
A paid working session for business guidance, bookkeeping review, tax planning direction, entity/payroll discussion, systems recommendations, or operational consulting. This is best when you need specific guidance, not just a general discovery call.
Ongoing advisory retainers are available.
Here's a simple way to decide:
Choose Discovery Call if you want a brief informational conversation and want to understand the process.
Choose Free Tax Consultation if you are a new client wanting to discuss your tax situation and possible next steps.
Choose Business Discovery Meeting if you are a business owner looking for bookkeeping, advisory, accounting, or consulting support.
Choose Tax Strategy / Planning Session if you are ready for direct tax advice and a personalized strategy.
Choose Quarterly Tax Planning Check-In if you need to review year-to-date numbers, estimated payments, payroll, and projected tax before the next deadline or year-end.
Choose Business Advisory Session if you need a paid working session with specific business guidance or operational consulting.
Need help with a tax notice or IRS issue? Contact us for guidance on next steps.
Choose the option that fits and book directly below.
320 E. Main Street STE 101
Alliance, OH 44601
(330) 754-1434
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