Book a Confidential Tax Review Call
A 30–45 minute, no-cost conversation with the SG Inc CPA advisory team — structured to identify where your current tax and financial setup may be leaving money on the table, and to determine honestly whether SG Inc CPA is the right fit for your situation.
No preparation required. No obligation. No generic sales pitch. Just a structured conversation with a CPA team that has looked at a lot of situations and knows what to look for.
30–45 minutes
A focused conversation — not an open-ended intake call
No cost
There is no charge for the initial review
Fully confidential
Protected under professional CPA ethics rules
No obligation
No pressure to engage after the call
- Call Details
Book Your Call
Prefer to call directly?
DFW / Plano, TX
Bay Area / Milpitas, CA
- Call Cover
What the Call Covers
The confidential tax review is a structured conversation, not a free-form intake chat. The SG Inc CPA team works through a consistent framework to surface what is worth addressing — specific to your business, your entity, and your income picture.
01
Your current setup
- Entity structure, CPA relationship, recent filings, and how your business and personal taxes are currently being managed.
02
What may be missing
- Proactive planning opportunities that are not being captured — entity optimisation, depreciation, retirement contributions, owner compensation structure.
03
Your financial picture
- Income level, business complexity, multi-entity situations, real estate holdings, and any specific goals or transitions on the horizon.
04
Whether there is a fit
- SG Inc CPA will tell you directly whether the firm is positioned to help — and what the engagement would cover and cost if there is a fit.
- Business Owners
What Business Owners Typically Achieve
We provide the full financial support stack that growing businesses and their owners need — from clean books and accurate filings to proactive tax strategy and advisory support.
- You own a medical practice, hold real estate investments, or operate a business generating $500K or more annually.
- You feel like you're paying more in taxes than you should — but you're not sure what to do about it.
- Your current CPA files accurately but doesn't initiate planning conversations or make proactive recommendations.
- Your business and personal taxes are managed separately and have never been looked at as one coordinated picture.
- You have a growing business or portfolio and are not sure whether your current entity structure is still right.
- You are based in DFW, the Bay Area, or have income or assets in both California and Texas.
- Prepare
What to Prepare
Nothing is required before the call. If you have them easily available, it is helpful to have a rough sense of the following — but do not delay booking in order to gather documents.
01
- Your approximate annual business revenue and personal income
02
- Your current business structure (LLC, S-Corp, sole proprietor)
03
- Whether you currently hold real estate investments or plan to
04
- Your approximate annuYour biggest frustration or unanswered question about your current tax situational business revenue and personal income
- Formal documents, tax returns, and financial statements are collected during onboarding — not on the first call.
Your Privacy Is Protected
Everything discussed on this call is confidential. SG Inc CPA operates under professional CPA ethics rules — we do not share, sell, or disclose client or prospect information. There is no obligation to engage following the call, no sales pressure, and no follow-up you haven’t asked for. This is a professional advisory conversation, not a sales process.
- Trust
Trust Signals
Nothing is required before the call. If you have them easily available, it is helpful to have a rough sense of the following — but do not delay booking in order to gather documents.
Shweta Garg, CPA, CTC
Certified Tax Coach
Two offices
Plano, TX · Milpitas, CA
In person & remote
DFW and Bay Area
Specialist focus
Medical · Real Estate · Business
Frequently asked questions
Is the confidential tax review call really free?
Yes. The confidential tax review call with SG Inc CPA carries no cost and no obligation. It is a 30–45 minute structured conversation to assess whether the firm is a good fit for your situation. There is no charge for the call, no requirement to engage after it, and no follow-up beyond what you ask for. To book, visit sginccpa.com/book-a-confidential-tax-review/ or call (214) 315-6392 (DFW) or (408) 942-1450 (Bay Area).
What happens after the call — is there a hard sell?
No. After the confidential tax review call, SG Inc CPA will summarise what was identified, outline what an engagement would cover and cost, and give you time to consider whether it makes sense. There is no pressure to decide on the call. If there is a fit, the team will send an engagement letter with the scope and fees for your review. If there is not a clear fit, the team will tell you that honestly and may suggest other resources or approaches. The call is structured as a professional advisory conversation, not a sales process.
Do I need to have my tax documents ready before the call?
No. The first call is a conversation — no documents are needed. It is helpful to have a general sense of your business revenue, personal income, entity structure, and your biggest frustration with your current tax situation. Formal documents, prior returns, and financial statements are collected during the onboarding process after the engagement is agreed — not on the initial review call.
How long is the call and who will I be speaking with?
The confidential tax review call is structured as a 45-minute conversation. You will speak with a senior member of the SG Inc CPA advisory team — not an intake coordinator or administrative staff. For most engagements, the initial call is conducted by Shweta Garg, CPA, CTC, or a senior CPA on the team. The goal is to ensure that the person assessing your situation has the expertise to identify what is actually worth addressing.
Can I book a call with the Bay Area office specifically?
Yes. When booking, you will see two options — DFW / Plano, TX and Bay Area / Milpitas, CA. Select the office relevant to your location or preferred time zone. Bay Area clients can reach the Milpitas office directly at (408) 942-1450 or by email at info@sginccpa.com. The Bay Area team also serves clients remotely throughout California and handles multi-state engagements for clients with income or assets in both California and Texas.
What if I'm not ready to book but want to ask a question first?
You can contact either office directly without booking a formal review call. The DFW office is reachable at (214) 315-6392 or marketing@sginccpa.com. The Bay Area office is reachable at (408) 942-1450 or info@sginccpa.com. You can also use the contact form at sginccpa.com/contact/. SG Inc CPA responds to all inquiries within one business day.