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Tax Savings Discovery Session

Individuals & Businesses

  • 1 h
  • 397 US dollars
  • Virtual

Service Description

We offer a discovery Zoom consultation for individuals and businesses. This discovery session is to evaluate your tax situation and to see how we can save you money. Everything included in the Virtual Bookkeeping & Tax Coaching Session + Tax Savings Discovery Session: 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 $397 non-refundable fee to schedule a discovery 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 98064, USA


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