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- BEGIN -

Let's have a real conversation.

No high-pressure sales calls. No surprise pricing. Just a structured first conversation about where you are, where you're going, and whether we're the right fit to help.

Choose the path that best fits what you're looking for. Each conversation is designed differently — because what a tax-curious individual needs is different from what an entrepreneur considering a year-long engagement needs.

Choose your conversation.

Five distinct paths based on what you're looking for. Each one routes you to the right person, the right calendar, and the right intake — so the conversation starts where it needs to.

- Path No. 01

Tax Consultation

For individuals, families, and business owners ready to file their taxes with us — or considering whether to.

A focused conversation about your tax situation. We'll discuss your filing needs, recommend the right tier (individual, business, or year-round strategy), and answer your questions about working with us. Most clients book directly after this call.

LENGTH

20 minutes

FORMAT

Phone or Zoom

COST

Complimentary

Book a Tax Consultation →

- Path No. 02

The Diagnostic

For business owners who want structured clarity across taxes, books, systems, and credit — before committing to a larger engagement.

A paid 90-minute deep-dive strategy session reviewing your full financial picture across all four pillars. You leave with a written roadmap. The full fee credits toward any engagement booked within 90 days.

LENGTH

90 minutes

FORMAT

In-person or Zoom

INVESTMENT

$497

- Path No. 03

Credit Consultation

For individuals weighing credit repair, considering bankruptcy alternatives, or wanting a professional credit review.

A focused conversation about your credit situation. We'll discuss whether the Credit Analysis ($179), enrollment in one of our credit tiers, or another path is the right next step. Honest, structured, no pressure.

LENGTH

20 minutes

FORMAT

Phone or Zoom

COST

Complimentary

- Path No. 04

Academy Application Call

For tax preparers or aspiring preparers considering Work With HB or Build Your Own Practice programs.

A focused conversation about your goals as a preparer, the right program path, and whether R2I Academy is the right fit. We'll discuss curriculum, timing, and answer your specific questions. Application typically follows.

LENGTH

20 minutes

FORMAT

Phone or Zoom

INVESTMENT

Complimentary

- Path No. 05

ITIN Application Consultation

For individuals or families who need help with ITIN applications, renewals, or family bundles.

A focused conversation about your ITIN needs. As a Certified Acceptance Agent, we can handle the full process in our office — no mailing of original documents required. We'll review your situation and confirm what's needed.

LENGTH

20 minutes

FORMAT

Phone or In-person

COST

Complimentary

- Path No. 06

General Inquiry

For prospects with questions that don't fit the categories above — or who simply want to talk before deciding what they need.

A flexible conversation. Tell us what you're working through, what's on your mind, or what services you're curious about. We'll point you to the right path — even if that path isn't us.

LENGTH

15 minutes

FORMAT

Phone

INVESTMENT

Complimentary

- ALREADY A CLIENT -

Current HB Client? Different Path.

If you're an existing HB client looking to schedule a follow-up, a working session, or a strategic call, you have a dedicated path that respects our existing relationship.

What to expect.

Every booking, regardless of path, follows the same structured approach — designed for clarity, honest fit-checking, and zero high-pressure sales.

- Step 01

Before Your Call

You'll receive a confirmation email immediately, and a short pre-call form to help us understand your situation before we speak. The form takes 3-5 minutes. It's optional but recommended.

- Step 02

During Your Call

We listen first. We'll ask real questions about where you are, what you've tried, and what you're working toward. We'll explain what we'd recommend — even if that recommendation isn't us.

- Step 03

After Your Call

You'll receive a written summary within two business days outlining what we discussed and the recommended next steps. No pressure to decide on the call. Take the time you need.

Every engagement, regardless of which door you walk through, follows a structured process designed for clarity and momentum.

- ALREADY A CLIENT -

Common questions.

What if I'm not sure which path to choose?

Book the General Inquiry path. We'll have a flexible 20-minute conversation, figure out what you actually need, and either continue the conversation or route you to the right specialist. It's the safest choice when you're unsure.

Is The Diagnostic really $497? The others are free.

Yes. The Diagnostic is a paid, structured 90-minute deep-dive review of your full financial picture across taxes, books, systems, and credit. You receive a written roadmap. The full $497 credits toward any engagement you book within 90 days, so for committed prospects it functions as a deposit. Free consultations attract tire-kickers; paid consultations attract serious prospects. The Diagnostic is for serious prospects.

What if I miss my scheduled call?

Reach out as soon as you can — we'll reschedule. Repeated no-shows without notice may forfeit the ability to book future complimentary calls. Paid sessions (like The Diagnostic) follow their own rescheduling policy in the confirmation email.

Can I bring my spouse or business partner?

Absolutely. If your financial decisions involve another person, it's better that they're part of the conversation. Note that the additional person is joining on Zoom if you're booking remotely.

What if I just want pricing information?

Most pricing is on the relevant service pages: Tax Services, CEO Credit Club, The Academy. Custom pricing for engagement-level work (Foundation Year, complex bookkeeping, tax resolution) requires a conversation because the right price depends on your specific situation.

Are you accepting new clients right now?

Yes — and depending on the time of year, we may have a queue. During tax season (mid-January through April), our calendar fills quickly and new tax engagements may be subject to a waiting period. For Foundation Year and other premium engagements, we cap our active client count and may have a waitlist. Book to check current availability.