1:1 Tax Planning & Strategy Meeting

This offer has expired. Please contact us if you wish to explore this option for your TPT business.


1:1 Tax Planning & Strategy Meeting

The 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

  1. Schedule your meeting slot below. (ON/BEFORE 11/30/2022 @ 11:59 EST)
  2. Complete the engagement letter & payment you will receive within 24 hours after scheduling, and upload tax documents to the secure portal. 
engagement letter must be completed before December 2 2022 to claim offer

Schedule Meeting

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