Strategic Tax Advisory Session
For Individuals & Businesses
Service Description
We offer a Strategic Tax Advisory Zoom consultation for individuals and businesses. This session is to evaluate your tax situation and to see how we can save you money. We request you to upload documents to our secure guest exchange portal before our scheduled meeting to review your tax return and financial statements. We will also identify mistakes, missed opportunities, and tax savings strategies. Please note there is a non-refundable fee to schedule this session. Disclaimer: Limit one per new client only.
Cancellation Policy
We ask you to give us a 24 hour notice for any scheduling changes. If you are unable to provide us with the appropriate notice to reschedule or cancel your appointment, you will be charged the full amount of your appointment. You will no longer be allowed to schedule appointments in our firm. All payments for services are non-refundable. No refunds or credits for partial services will be refunded to a client upon cancellation.
Contact Details
Kent, WA, USA
+12066789983