Tax Preparation Services
- Tax Preparation/Planning Consultation
1 hour @ $399.00
During the Tax Preparation Consultation call, we will: - Review your unique tax situation thoroughly. - Determine the necessary tax forms required for filing. - Identify any deductions or credits for which you may be eligible. - Review ...
- File Taxes with Secured Financials (Current Client Tax Interview)
15 minutes
During this 15-minute Current Client Tax Interview, we will get you onboarded for the new tax year and review your current file with us.
- File Taxes with Secured Financials (New Client Tax Interview)
15 minutes
During this 15-minute Tax Interview, we will:
- Determine if we are a good fit for your specific tax needs
- Explain our tax preparation process
Please note that tax questions will not be answered during this call.
