Free 45-Minute Strategy Session · No Cost, No Obligation

Start the conversation with your numbers already on the table.

Answer the questions below and we read them before we ever speak. That means the first forty-five minutes go to your situation instead of to background. If we are not the right fit, we will tell you on that call and point you somewhere better.

Step one of two

Tell us about the business.

Nine questions. Most people finish in under three minutes. Nothing here is a commitment — you pick the time on the next screen.

By submitting, you agree to our privacy policy. We never sell or share your information. Submitting this form does not create an attorney–client relationship or an engagement for tax services. Please do not send Social Security numbers, EINs, K–1s, or other sensitive documents through this form — ask us for a secure portal link instead.

Next screen: pick your time. We reply within one business day either way.

What happens next

Three steps, no sales sequence.

  1. You send the form

    It lands in our inbox, not in a drip campaign. No sequence starts, no rep is assigned, no timer runs.

  2. You pick a time

    The next screen opens the calendar. We read your answers before the call, so we arrive with questions instead of a script.

  3. We talk for forty-five minutes

    You leave with a clearer view of your options and an honest read on fit, whether or not you engage us.

We do not use chatbots, automated follow-up sequences, or high-pressure closes. If you go quiet, we assume the timing is wrong and leave you alone.

Required disclosures

This page is a communication about legal and law-related services. The lawyer responsible for its content is James R. Flecker, Beaconshire Advisory, LLC, Syracuse, Indiana 46567. James Flecker is an attorney licensed in Indiana, holds an MBA, and is credentialed with the IRS as a paid tax return preparer. He is not a Certified Public Accountant, and Beaconshire Advisory, LLC is not a CPA firm. No representation is made that the quality of services to be performed is greater than the quality of services performed by other providers, and no certification as a specialist in any field is claimed. Nothing on this page is legal or tax advice, and no attorney–client relationship or tax engagement is created by submitting the form. Every tax situation turns on its own facts; outcomes depend on facts and on law that changes.