Fall Tax Planning
Take the guesswork out of your taxes. Our Tax Planning Meeting gives you an estimate of where you stand before tax season, so you can plan ahead with confidence.
We’ll review your current income, withholdings, estimated payments, deductions, and credits to calculate your estimated federal and state refund or amount due. We’ll also discuss potential tax-saving opportunities and adjustments you may want to make before year-end.
Perfect for individuals and business owners who want to avoid surprises and make informed tax decisions throughout the year.
Estimates are based on the information available at the time of the meeting and may differ from your final tax return.
Tax planning services are billed at $100 per hour. Billable time may include the meeting itself, as well as any preparation, research, calculations, or follow-up work completed before or after the meeting on your behalf.
Book an Appointment.
Booking your appointment is simple, pick a time that works for you, enter the expected duration of meeting, and whether you’d prefer an in-person or virtual appointment. We only charge how long you actually stay, so don’t worry if the estimate is off. We can’t wait to see you!