Free Tax Assessment
You don’t want to hand your hard-earned money to Uncle Sam....
So you Google a tax firm, hop on a 15-minute call, and—boom—they quote a fee with three zeros for “advice.” You hesitate because you’re not even sure you need it. Then tax season hits and the IRS takes a big bite anyway.
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​That’s where I come in. I start with a straightforward, no-pressure assessment. If planning makes sense, I’ll show you exactly why—before you spend a dime.
Do you think you could benefit from pro-active tax planning?
Not everyone is a good candidate for tax planning, this is because some people might just have w-2 or their earnings are not there yet. This tax assessment will help you figure out if you need tax planning.
You will submit your previous year tax return, any new information that would be included in the upcoming tax year...increase in income from a rental property, income from a side hustle
