Tax Planning Session

Service Description

Secure Your Personalized Tax Planning Session Ready to stop guessing and start planning? This session is all about YOU — your income, your goals, your opportunities to save money, and your path to financial growth. When you book your Tax Planning Session, you’ll receive: ✅ A full review of your previous tax return ✅ Personalized tax-saving strategies for upcoming tax year and beyond ✅ Business structure advice (including S-Corp elections if needed) ✅ A customized action plan you can start using immediately ✅ Tips to maximize deductions, retirement contributions, and reduce your self-employment tax Service Options: Tax Planning Letter Only — $500 Tax Planning Letter + 1 hour Strategy Call — $1000 Full tax planning with Quarterly Coaching-$2500 Please Note: After booking, you’ll receive instructions to upload a copy of your tax return (if you haven’t already). Deposit is due at time of booking to reserve your session. This isn't just another tax appointment — it's a financial power move. Let's set you up for a wealthier, more strategic future. Book your session today! Spots are limited.