Tax Planning Consultation

Service Description

A one-time sit-down to plan ahead and keep more of what you earn. We'll review your documents, help you get organized, and look at the deductions and credits you qualify for, your best filing status, and how a big decision will affect your taxes. That might be retirement, starting a new business and forming an LLC, deciding whether your LLC should be taxed as an S corporation, or changing how you're paid. You'll leave with a clear plan. A $30 consultation fee is due when you book and is credited toward any service you choose with us. Cancel or reschedule at least 24 hours ahead for a full refund. Meet with us in one of our offices, by video, or by phone. Choose in office, video, or phone when you book.