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This one-on-one tax advisory consultation is designed for individuals and business owners seeking clarity, strategy, and compliance guidance.
During this session, we review your specific tax situation and provide professional insight on planning opportunities, reporting obligations, and next steps.
Consultation topics may include:
Individual tax planning considerations
Business tax structure and compliance
Income reporting and documentation review
IRS notices or tax concerns
Strategic guidance for upcoming tax years
This service is advisory only.
Tax preparation, filings, amendments, or representation services are not included and are quoted separately if needed.
This protects you legally and positions the service as expert advice.
This one-on-one tax advisory consultation is designed for individuals and business owners seeking clarity, strategy, and compliance guidance.
During this session, we review your specific tax situation and provide professional insight on planning opportunities, reporting obligations, and next steps.
Consultation topics may include:
Individual tax planning considerations
Business tax structure and compliance
Income reporting and documentation review
IRS notices or tax concerns
Strategic guidance for upcoming tax years
This service is advisory only.
Tax preparation, filings, amendments, or representation services are not included and are quoted separately if needed.
This protects you legally and positions the service as expert advice.