Description

Personalized Tax Assessment Session:

• A 30-minute one-on-one consultation to assess your current financial situation and identify potential tax-saving opportunities.
• Review of your income, expenses, and investments to determine the most tax-efficient strategies for your unique circumstances.
• Recommendations for optimizing deductions, credits, and other tax-saving options tailored to your specific needs.

Year-End Tax Planning Quick Check:

• Ideal for individuals and businesses approaching the end of the fiscal year.
• A focused 30-minute session to review your financial records, highlight potential tax liabilities, and suggest last-minute adjustments to minimize your tax burden.
• Strategies for capitalizing on available tax credits, deductions, and incentives.