Available Online

Tax Planning Engagement

  • 30 minutes
  • https://us06web.zoom.us/j/82067311478

Service Description

Tax Planning Engagement Meeting: Defining, prioritizing and reviewing your goals and objectives. Reviewing your previous tax returns and tax documents provided by the client.   Presenting a written tax plan that will be reviewed in detail with you. It will contain recommendations designed to meet your stated goals and objectives.   Developing an action plan to implement the agreed upon recommendations.   Referral to other professionals, as required, to assist with implementation of the action plan.


Cancellation Policy

To cancel or reschedule please let us know at least two hours before our meeting.