During this first virtual meeting, we:
Review and assess the client's current tax situation
Discuss their financial goals
Examine strategy options and scenarios that can help lower their tax liability and achieve their financial goals
☑️ A personalized tax strategy is created which includes the steps needed to implement the tax plan.
☑️ This plan will be discussed in detail during the follow-up meeting included in this package.
During the final virtual presentation meeting, we:
☑️ Share the personalized tax plan and strategies
☑️ Explain the benefits of the recommended tax strategies
☑️ Detail how to easily and successfully execute the new tax plan
☑️ And, answer any questions about the tax plan and next steps