NAVELLITax & Advisory, LLC

Contact

Tell us what your year looks like.

Send a message or book a twenty-minute intro call directly below — no charge, no pitch, and a fixed fee quoted before you commit to anything.

Send a message

Or reach us directly

Chicago, Illinois • Virtual Firm • Serving Clients Nationwide
hello@navelli.ai

Book a Consultation

Client Intro · 20 minutes

Microsoft Bookings

Pick a time that works.

You'll pick a day and time, confirm your email, and get a video link for a 20-minute call — no charge, no pitch.

  • Central Time, availability updates live
  • Microsoft Teams video link sent automatically
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Questions

Frequently asked

How does the intro call work?
Twenty minutes, no charge, no pitch. Bring last year's return if you have it. We'll tell you plainly whether we're the right fit and quote a fixed fee before you commit to anything.
Do you work with clients outside Chicago?
Yes. Navelli is a virtual firm — documents, e-signatures, and meetings all happen online, so we work with clients nationwide.
How are fees structured?
Fixed fees, quoted up front after the intro call, based on the actual complexity of your return or engagement — not billed by the hour.
How do I send documents?
Through your secure client portal, which routes uploads and e-signatures to our encrypted document workspace. We don't accept tax documents by email.