Tax Planning Session- 120 Minutes

Are you ready to save on taxes?

In this 2 hour session, we will sit down with you to plan and strategize for maximum tax savings. We get in front of any tax surprises that may arise in the upcoming tax season with actionable steps to improve your personal circumstances. 

Our goal is to set you up to receive the best refund possible, NOT to owe the IRS. 

This service is recommended for ALL taxpayers, but especially for those who are planning to or have already:

1. Purchasing new property
2. Starting a new or adding another job
3. Recently unemployed
4. Retirement
5. New Business
6. New side hustle
7. Moving cities, or states
8. New baby
9. Children turning 17
10. Dependents going to college
11. Major income increase
12. Major income decrease
13. Death of spouse

This session may be held virtually or in our office location.

Buy Now, Pay Later Available. 

*After Checkout, an email will be sent to your inbox with the next steps*