Prism Consulting VA | Joa García

At Prism Consulting VA, we are your strategic partner in achieving sustainable business growth and maximizing financial success. With decades of expertise in tax strategy, operational management, and CFO services, we provide the insights, tools, & strategies you need to make confident decisions and drive measurable results.

Vibe Check

The Vibe Check helps give you an idea of what it’s like to work with PCVA and helps answer any questions you may have. I'll also get to know your business to help create a customized package for you.

  • 30m

Tax Strategy Consultation

During your free tax planning meeting, we’ll dive into your financial situation to ensure you’re well-prepared for the upcoming tax season.

Here’s what you can expect:

  1. Tax Strategy Discussion
    We’ll review your current financial standing and any major life changes (new job, business, dependents, etc.) to develop a tailored tax strategy that helps minimize your liability.
  2. Deductions and Credits Review
    We’ll go over key deductions and credits you may be missing, such as those for small business owners, home office deductions, or educational expenses, ensuring you’re not leaving money on the table.
  3. Retirement and Investment Planning
    We’ll discuss how your current retirement contributions or investment activities could impact your tax situation and identify opportunities for tax-efficient growth.
  4. Quarterly Tax Estimates
    If you’re self-employed or a small business owner, we’ll help you calculate your quarterly estimated tax payments to avoid penalties and manage your cash flow more effectively.
  5. Next Steps for Tax Filing
    We’ll help you plan ahead for the next steps, whether that’s organizing documents, reviewing financial statements, or scheduling a follow-up meeting for tax filing assistance.

By the end of the meeting, you’ll have a clearer picture of your tax situation, feel confident about your planning strategy, and know exactly how to proceed to maximize your savings.

  • 30m

Tax Preparation Meeting

$50 Deposit Required. Get personalized, expert assistance with your tax filing! In this paid meeting, we’ll review your financial situation, maximize your deductions, and ensure your tax return is filed accurately.

You’ll receive a detailed checklist and a secure document upload link upon confirmation of your appointment, so you can easily submit your paperwork in advance and make the most of our time together.

  • 60m
  • $50.00

  • 1