Initial Tax Consultation

Service Description

Our tax consultation is designed to provide personalized guidance and support, whether you’re a new or returning client. Here’s what you can expect: For New Clients: ● Understanding Your Needs: We’ll learn about your financial situation to ensure a tailored approach to your tax filing. ● Review Your Current Tax Standing: We’ll review the assistance you’ve received from past tax preparers and identify any opportunities for better tax planning or savings. ● Answering Your Questions: We’ll clarify any concerns you have about tax laws, credits, or deductions. ● Discuss Your Goals: Whether it’s minimizing tax liabilities, planning for the future, or ensuring compliance, we’ll align our approach with your financial objectives. ● Customized Plan: Receive a clear roadmap for your tax preparation and strategies to minimize liabilities. For Existing Clients: ○ Year-in-Review: We’ll discuss any changes to your financial situation during the tax year, such as new income streams, investments, or major life events. ○ Maximizing Savings: Evaluate opportunities for new deductions or credits based on recent tax law changes. ○ Reassurance & Planning: Ensure your filing is on track, and get recommendations for better tax outcomes in the year ahead. This comprehensive consultation is an opportunity to ensure your tax filing is accurate, optimized, and stress-free. Schedule your session today and let’s make tax season easier!