Contact

Let’s start with a conversation.

Book a free 20-minute discovery call by phone or Zoom. No sales pitch: I take the time to understand your situation and goals, and if we’re a fit, you’ll leave knowing exactly what working together looks like.

Start the Short Form

Process

How It Works

  1. Fill out a short form.

    It tells me who you are and what you need, so our call can start with your situation.

  2. Pick a time.

    After you submit the form, you’ll go straight to my calendar and choose a time that works for you.

  3. Have the discovery call.

    Twenty minutes by phone or Zoom to understand where you are today, your short- and long-term goals, and whether we’re a great fit.

  4. Get a clear scope and price.

    I review your prior returns and documents, then give you an exact price up front, so you know what’s included before you commit.

What to expect on the call

  • No sales pitch, just a real conversation about your situation
  • Questions about your short- and long-term goals
  • An honest answer on whether Stronghold is the right fit
  • Clear next steps before you commit to anything

A fully remote practice

Stronghold is fully remote. We meet by Zoom or phone, and documents move through a secure client portal, so there’s no office to visit and no travel for you. It also means I can work with the right clients wherever they live.

Starting prices

Individuals
Filing Only from $700. Advisory Package from $1,800 per year.
Businesses
Filing Only from $1,800. Advisory Package from $4,000 per year.
Trusts, estates, and gifts
Estate and trust returns from $1,500. Gift tax returns from $400.

Filing Only is capped at 40 returns each season. Prices increase with complexity, and you’ll see your exact number before you commit. Every package and add-on is broken down on the pricing page.

Which services are you interested in? (select all that apply)

Please don’t include Social Security numbers or account details in this form. I’ll set up a secure portal for documents once we work together. By submitting, you agree to the Privacy Policy.

Prefer email?

You can reach me at levi@strongholdtax.com. If you’re looking to work together, the form above is the fastest way to get on my calendar.

Looking for a phone number?

My phone number is shared with current clients only. Every new client relationship starts with a free discovery call, so we have dedicated time set aside for you and your situation instead of a rushed call between appointments.

Current clients

Already working with me?

Reach me the way that’s easiest for you.

  • Text: Send a message to the number I gave you when you signed on.
  • Email: levi@strongholdtax.com
  • Client portal: Log in to your portal for documents and secure messages.
  • Zoom or phone: Reply to any message and we’ll set up a time.