Book your Tax Strategy Call
This call is for business owners, real estate investors, and households earning $250K+ who want a proactive tax strategy. A short application comes first, then you pick a time. 30 minutes, virtual, no cost for the call.
I personally take a limited number of strategy sessions each week. The calendar shows the next 14 days.
Pick a time
What Clients Say About Working With Horizon
"Best tax season we've ever had, by a wide margin! If you're a real estate investor who wants real strategy alongside compliance, this is the firm."
Abby H.
Real Estate Investor
"His guidance gave me the confidence to move forward with the LTR strategy knowing it was the best fit for my goals. Highly recommend Julius for anyone needing expert real estate tax and strategy advice."
Christina B.
Real Estate Investor
"I have a side business and rentals, and no one had ever built a strategy across all of it until Julius. He's the first CPA who looked at my whole picture instead of just filing returns."
Kenyatta M.
Physician
FAQ
Frequently Asked Questions
Questions people ask before booking.
Is there a cost for the call?
No. The strategy session is a working conversation to find out whether there is a strong reason to work together. If there is, I will tell you exactly what it costs on the call. If there is not, you leave with the notes.
Do I have to send my tax return?
No, and most people do because it makes the call far more specific. If you would rather not, the prep form has a short set of questions I can estimate from instead.
Can I keep my current CPA?
Yes. Some clients take the plan only and implement with their current preparer. Most find that having the same team plan and file removes the gaps where savings get lost, but that is your call, not mine.
Who is this call not right for?
If you have no business, no investment property, and household income under $250,000, proactive planning usually will not move the needle enough to justify the fee, and I will say so. You can still reach out about tax preparation.
How soon can we talk?
Usually within the week. The calendar shows the next two weeks. After you book you will get a text with the prep form and a short call from my office to confirm.