During this 1-hour review, we will cover a broad range of strategies to help both you and your tax preparer to minimize the taxes you pay. Your tax preparer will welcome the information and organization this service will provide you.

Prior to this review, you must complete a number of Fact-Finders and provide us with several documents to develop your plan. If you have not already received and completed your “To Do List”, you may still schedule this meeting now. However, we must receive that information at least 5 business days prior to our discussion. If we do not receive it in time, then we will reschedule your meeting.