BLACK FRIDAY SPECIAL
1:1 Tax Planning & Strategy Meeting
We are so excited to have the opportunity to meet with you and provide, what we consider, our most valuable service to you with a discount for the first time!
This meeting has helped our clients save THOUSANDS of $$ in taxes each year, and we are confident that you will benefit from the knowledge this analysis brings.
What you Get
- A 1-1.5 hour meeting with Emily (our owner & tax advisor) for a comprehensive review & analysis of your situation
- A tax plan designed for YOU based on your entity & other variables (kids, other income, etc)
- A chance to anticipate this upcoming tax season (& your liability) to get ahead of any surprises
- The opportunity to ask any and all tax questions you may have burning in your mind
- Actionable next steps and strategies to implement immediately and year-round to save the MOST on taxes
How to Claim this Offer
- Schedule your meeting slot below. (ON/BEFORE 11/30/2022 @ 11:59 EST)
- Complete the engagement letter & payment you will receive within 24 hours after scheduling, and upload tax documents to the secure portal.