Book your
free consultation.
Your first consultation with PrimeTax is completely free — no pressure, no obligation. Just clear answers, expert guidance, and a plan built around your financial goals.
What happens during your consultation?
Your consultation is a relaxed, focused conversation with a PrimeTax advisor. We listen first, then advise. Here's exactly what you can expect:
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01We Listen to Your SituationYou share what's going on — tax debt, unfiled returns, IRS notices, business needs, or planning questions. We listen without judgment and ask clarifying questions.
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02We Assess Your Tax PositionOur advisor reviews the key details of your situation — IRS exposure, filing status, business structure, and any immediate risks or deadlines you're facing.
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03We Outline a Clear PlanWe recommend the right services, explain the steps involved, and give you a transparent picture of timelines, what to expect, and what it will take to resolve your situation.
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04You Decide — No PressureYou leave the session with complete clarity on your next steps. There's no pressure to engage — the consultation is yours whether you move forward with us or not.
How would you like to meet?
- Available Mon–Fri, 9AM–6PM CST
- No software or app required
- Nationwide — call from any state
- Same-day available for urgent IRS matters
- Secure video conference (Zoom/Google Meet)
- Screen share for document review
- Flexible scheduling including evenings
- Ideal for complex or multi-service needs
- Austin, Texas office location
- Bring your documents and records
- Walk out with a full action plan
- Best for complex or multi-year situations
- Recent tax returns (last 1–2 years if available)
- Any IRS notices or letters you've received
- Basic income information (W-2s, 1099s, etc.)
- Any specific questions or concerns you have
- Business records if applicable
"My free consultation with PrimeTax changed everything. In under an hour I had a complete plan for resolving $40K in IRS debt. Worth every minute."
Book Your Free Consultation
Fill in your details and a PrimeTax advisor will confirm your appointment within 24 hours — completely free and confidential.
🔒 All information is 100% confidential. We will confirm your appointment within 24 hours.
Who benefits most from a PrimeTax consultation?
What clients say about their consultation
I was terrified about my IRS situation. The free consultation completely changed my perspective. In one hour, the PrimeTax advisor mapped out a full resolution plan. I left feeling hopeful for the first time in years.
As a new business owner, I had no idea what entity to choose or how to structure my taxes. One consultation with PrimeTax gave me complete clarity. They saved me thousands before my first year was even done.
The consultation was thorough, professional, and completely pressure-free. My advisor knew exactly what questions to ask and gave me a plan I could actually follow. I've recommended PrimeTax to everyone I know.
