Jake Drum
Book a call with me:
Financial Planning Meeting
Review financial plan and recommendations.
1 hour, 30 minutes
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30 Minute - Tax Discovery Meeting
Discovery call - let me know your tax needs and/or questions.
30 minutes
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30 Minute - Tax Planning Call
Tax planning call - let me know your tax needs and/or questions.
30 minutes
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30 Minute - Bookkeeping Call
Review of Bookkeeping reports and transaction questions
30 minutes
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