- 10 Minute Call Ph: 707 320-1040 Max@magnumcpa.com
- Dave Ramsey's VIP Referral for Max Drew, CPA Tax Problem Solver!!!
- Tax Projection #1 (typically May - July)
- Tax Projection #2 (Typically Sept - Nov)
- End of year Asset, Interest and Budget Assessment
- 10 Minute Call Ronnie Spears - Max Drew CPA Tax Consultant
- Tax Planning #1 with Bobby Badwal - Typically May - July
- Return Review with Bobby
- New Client Interview with Max and Bobby
- 20 Minute Free Initial Consult - FIT Advantages