TAX CLIENT INTAKE [VIRTUAL]

30 minutes
Schedule a 15-30 minute session with me to go over your tax return. This is your chance to ask questions, address concerns, or go over anything you need.

If you have last year’s tax return, please have it handy so we can review it together.
⚠️ This is NOT an in-person consultation. If you need an in-person session, please book the "In-Person Intake" appointment instead.

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