1. Consultation (NEW CLIENTS ONLY)
- Tax Preparation Discovery Call - One-time Service
20 minutes
This discovery call will jumpstart the onboarding process for tax preparation services.
* Keep in mind NO advice or solutions will be provided during this call* - Tax Planning & Advisory
30 minutes
Most real estate investors and business owners are overpaying in taxes. Tax planning involves reviewing your previous tax returns, assessing your current year tax liability, and developing a tax plan with proactive strategies that will ...