Brief meeting to discuss your tax filing needs for the year!For tax preparation services begun after March 15, 2025, an extension to file may be requi...
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If you have questions about dealing with the IRS, are getting letters from the IRS you don't know what to do with or involved in an audit, let's talk....
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45 min meeting for non-current clients to review reports, answer questions, get support on estimated tax payments and check in on financial activity. ...
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45 min meeting for tax support and entity structure questions or advice. Please note that we are not lawyers and cannot offer legal advice, but we can...
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45 min meeting for tax support and strategy or advice. Please note that we are not lawyers and cannot offer legal advice, but we can advise you thorou...
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This meeting is for current clients who have this meeting as part of their engagement with us. We use a secure client portal to communicate with our c...
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