Here’s What We’ll Cover in Our Discovery Call
- 30-60 minute (no obligation) call to provide value on how to plan for 2022 tax filing.
- We’ll review your previous years’ tax returns, identify any missed opportunities, and provide recommendations for filing this year and future years.
- Identify strategies to save money on taxes.
- Tips on how to plan for future tax filing.
- Tools and resources for more efficient financial record keeping.