Financial assessment at no obligations
March and April are very busy months for income tax preparation.
Advanced planning ensures your taxes are filed on time.
Accurate and on-time.
Your Initial Consultation allows me to assess your needs and prepare a customized action plan for you.
Taxes can be complex. A consultation as early as the Fall secures your spot for the peak season.
Making it easy for you.
For new clients, I recommend we review the previous year's returns.
This is offered to ensure consistency and accuracy, and to prepare your tax returns for this current year.
Giving you peace of mind.