1 hour
*Prior to appointment, we will evaluate your previous year’s business & personal tax returns for mistakes & missed opportunities
*Meeting focused on things important to YOU
- Address your past, present & future tax needs & concerns
- Address your current goals
- Answer your top questions
*Review summary of findings & action steps to move forward with a tax strategy
Total estimated value of >$2,000
YOUR INVESTMENT:$495 - FOR A LIMITED TIME!