30 min | $100 (credited toward Launchpad if you move forward)
Best for new business owners
This is the first step in building a properly structured business.
We’ll review your business idea, goals, and ownership structure to determine the correct legal entity, tax positioning, and compliance setup for your situation. By the end of this ses
30 min | $100 (credited toward Launchpad if you move forward)
Best for new business owners
This is the first step in building a properly structured business.
We’ll review your business idea, goals, and ownership structure to determine the correct legal entity, tax positioning, and compliance setup for your situation. By the end of this session, you will have a clear understanding of how to move forward and what is required to establish your business correctly.
If we’re a fit, your consultation fee is credited toward your Founders Launchpad formation service, where we handle filings, EIN setup, operating agreement, and compliance setup.
Best for entrepreneurs ready to officially start their business the right way.
30+ min | Prices Vary Based on Complexity
Best for individuals & business owners during tax season
Designed for individuals and business owners who want accurate filing and proactive tax guidance during tax season.
This session covers your tax situation in detail, identifies opportunities for deductions and optimization, and ensures your
30+ min | Prices Vary Based on Complexity
Best for individuals & business owners during tax season
Designed for individuals and business owners who want accurate filing and proactive tax guidance during tax season.
This session covers your tax situation in detail, identifies opportunities for deductions and optimization, and ensures your filing is handled correctly and in compliance with federal and state requirements.
Whether you are filing personally or for your business, we focus on clarity, accuracy, and maximizing your position under current tax laws.
Pricing is determined after reviewing your tax situation during the consultation.
30 min | $50
Best for planning & financial direction
Get a clear understanding of your financial position and what steps to take next. Whether you're managing personal finances or navigating business income, this session is designed to bring structure, clarity, and direction to your decisions.
If you're a current tax client, this session is complimentary. Otherwise, the $50 session fee applies.

15 mins | Prices Vary
Need a document notarized but can't find the time to travel? We provide professional, mobile notary services throughout the Denver Metro area. From real estate deeds to legal affidavits, we ensure your documents are executed with precision at your home, office, or a local coffee shop.
Pricing: Rates vary based on tra
15 mins | Prices Vary
Need a document notarized but can't find the time to travel? We provide professional, mobile notary services throughout the Denver Metro area. From real estate deeds to legal affidavits, we ensure your documents are executed with precision at your home, office, or a local coffee shop.
Pricing: Rates vary based on travel distance and the number of signatures. Contact us for a custom quote.
Please reach us at solutions@moralefinancial.com if you cannot find an answer to your question.
To make our time as productive as possible, please have your prior year's tax return and any current income statements (W-2s, 1099s) available. Once you book, you’ll receive a link to our secure portal to upload these documents safely before we meet.
We offer both! You can join via a secure video link from the comfort of your home, visit our office for an in-person strategy session, or meet our tax professional in your home. You will be able to select your preference during the checkout process.
We accept all major credit cards, debit cards, and Apple Pay/Google Pay. For in-person sessions, we use secure "Tap to Pay" technology and professional card readers to ensure your transaction is encrypted and safe.
To provide focused, on-time service for every client, a commitment fee is required to reserve your appointment. This fee will be fully applied toward your total service cost. Please note that cancellations must be made at least 12 hours in advance to remain eligible for a refund.
If your appointment is canceled due to incomplete documents, the commitment fee remains credited for one rescheduled appointment.