Tax Planing - Inicial Consultation

Service Description

During this personalized tax planning consultation, we review your current tax situation, income, business activity, estimated tax needs, and potential tax-saving opportunities. We help you understand how financial and business decisions may affect your taxes and identify strategies to help you plan ahead, stay organized, and make informed decisions throughout the year. Please note: Tax preparation, amended returns, bookkeeping cleanup, and additional research or tax planning work are not included in the initial consultation and may be quoted separately.