Get Instant Clarity
No Sales Pitch,
Real Expert Help
Book a FREE Tax Strategy call, share your story, achieve results.
Unlock key wins to support your financial goals.
Actionable insight in 15 minutes.
J. Fagan, Founder
“Your traditional tax experience is transactional, billed by the form or the minute, where your needs are too often an afterthought, lost in the chaos of high-volume preparers.
You deserve a proactive relationship with your Trusted Tax Advisor. Expert support delivered when you need it, not when arbitrary deadlines dictate.
That’s our promise to you; tailored, actionable, year-round guidance at a fair, transparent, fixed price. Your story shapes our journey together. We understand your needs comprehensively, we champion your goals, and we advocate for your success.”
What You’ll Get:
A tailored “Tax Opportunity Plan”
Clarity on how your numbers stack up, ensuring you understand all the opportunities available.
A quick-win action plan you can implement immediately.
Book Your FREE Tax Strategy Session
Ready to take the guesswork out of tax, forging a new path with your trusted advisor at your side?
Blissful tax in just three simple steps:
Book Your Session: Pick a time that works for you
Get your Custom Analysis: Meet 1-on-1 with your tax expert
Walk Away With Wins: Leave with a personalized action plan and real strategies to boost your cash flow, reduce your taxes, and keep Uncle Sam out of your pocket.
What This IS
1-on-1 Expert Help
Clarifying your financial journeyAction Plan
Exploring critical opportunities to capitalize on your unique advantages.Tax Data
Insight into your numbers, focused on how you can win!
What This Is NOT
A blind sales pitch. We’ll show you how TMG can best support your financial journey, and if we’re not the best fit, we’ll tell you up front.
Wasted time. We promise this will NOT be a waste of your time - you will walk away with actionable insights.
A solution for every client. If you don’t want a trusted advisor in your corner, and don’t desire an advocate walking with you each year, we’re not the droids you’re looking for.
Do I need to prepare anything?
Bring your burning questions and a desire to learn. We’ll take care of the rest.
Will I be pressured to buy?
Absolutely not! We only propose services when we offer value that suits your goals. We passionately support clients from all backgrounds, and NEVER wish to engage where we aren’t delivering incredible value and outstanding service. Should options exist outside our firm to best fit your needs, we’ll tell you plainly.
What will I get from the call?
Clear understanding on your key questions, and a tailored action plan for how best to achieve your objectives. Peace of mind that you are informed, prepared, and executing your best solution.