Tax Prep Readiness & Q&A

Service Description

This session is designed for individuals and business owners who have questions about preparing for tax filing and want clarity before moving forward. During this session, we review what documents you should be gathering, discuss common deductions and credits you may qualify for, review tax preparation pricing for your specific return type, and answer general tax preparation questions so you know exactly what to expect before filing. This session is educational in nature and does not include tax preparation, tax planning, document review, or strategy implementation. ✔ If you move forward with tax preparation within 7 days, this fee will be applied toward your service.