Perfect for individuals or small business owners with simple tax questions or those who are unsure which service they need. During this session, we’ll briefly review your situation, answer general questions, and determine the best next step for you.
This session is ideal for those who need personalized guidance beyond general advice. We’ll go over your specific tax documents, deductions, and potential strategies for maximizing your refund or minimizing your tax liability.
This session is ideal for those who need personalized guidance beyond general advice. We’ll go over your specific tax documents, deductions, and potential strategies for maximizing your refund or minimizing your tax liability.
This session is designed for clients with complex tax needs such as business ownership, investments, multiple income streams, or prior-year issues. We’ll provide strategic insights, review documents in-depth, and help you map out an efficient tax plan.
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