This consultation is designed to review your tax situation, answer questions, and determine the best filing strategy for your needs.

✔ Review income sources and filing status

✔ Identify possible deductions and credits

✔ Discuss required documents

✔ Determine next steps for tax preparation

💳 A $25 non-refundable consultation fee is required to confirm your appointment.

📌 If you proceed with tax preparation, this $25 fee will be credited toward your final tax prep cost.

❗ This session does not include tax filing or preparation.

The $25 consultation fee is non-refundable. If you move forward with tax preparation services, this fee will be credited toward your final invoice.

Tax Consultation (Paid)

Speak with a tax professional to review your situation before filing.

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