Schedule an introductory call

Thirty minutes to find out if we're a fit.

The introductory call is a short conversation about fit. What you do, what's driving your tax picture, and whether Bluestone is the right firm for it. No analysis, no recommendations, no strategy. If it's a fit, the next step is Discovery.

What to expect

  1. The call. Thirty minutes. What you do, what's driving your tax picture, and what you're hoping to solve.
  2. A straight answer on fit. Whether Bluestone is the right firm for your situation, or whether you'd be better served somewhere else.
  3. What comes next. If it's a fit, we'll explain how Discovery works and what it costs. Nothing is decided on the call.

Fee schedules for every tier, including Discovery, are published in full on the pricing page.