PRIME offers complimentary consultations designed to support entrepreneurs at every stage of their journey. Whether you're looking to build a strong foundation for your business or maximize your tax savings, our expert advisors are here to help.
Our Business Consultations are led by experienced business advisors who will evaluate your current situation and guide you through key strategies to support your growth, while our Tax Consultations are handled by knowledgeable tax professionals focused on helping you understand and apply tax strategies that can reduce your liabilities and increase your savings. Each session is tailored to your goals, giving you the clarity needed to move forward with confidence.
What is a Business Consultation?
Our business consultation is a one-hour session designed to equip you with essential knowledge that every business owner needs—but many don’t learn until it’s too late. During this call, you’ll explore ways to reduce your tax burden, shield your personal assets from business liabilities, and build strong business credit to fuel your growth. This personalized session is all about helping you make smarter decisions, avoid costly mistakes, and set your business up for long-term success.
What is a Tax Consultation?
Our tax consultation is a hour-long, one-on-one session designed to help business owners understand their current tax situation, identify strategies to minimize taxes, and get answers to their questions. During the call, you’ll review your financial goals, explore ways to maximize deductions, and learn how PRIME’s tax services can support you. The consultation is collaborative and tailored to your business, with the goal of helping you keep more of what you earn by using smart, proactive tax planning. It’s extremely valuable for new or growing businesses looking to build a strong financial foundation and reduce guesswork around taxes.
How do I schedule a consultation?
You can schedule a business consultation here. To schedule a tax consultation, please contact our scheduling team at [email protected] or 1-855-577-4639, option 2.
How should I prepare for my consultation?
✍️ Be prepared to take notes. This call is packed with valuable information, so you’re going to want to have a pen and paper handy!
🤔 Come with questions. If you already have some questions about entity formation, tax code, holding companies, or anything else related to your business, jot them down ahead of time! Your advisor will be happy to lend you their knowledge.
👼 Minimize distractions. We love your kiddos and pets! But this call can feel like it goes by quickly and we don’t want you to miss anything, so we recommend finding a quiet space so you can fully engage with your advisor.
👍 Invite relevant parties. If you have a partner or family member who might be involved in making decisions for your business, invite them! We want to make sure all potential questions get answered.