Let's schedule a one-time tax strategy meeting! To provide immediate value, please bring your past tax returns, year-to-date commissions, and expenses. With you, we will review your tax situation, identify any missing tax opportunities, and share our tax strategies that may be applied directly to your tax picture. After that, you can determine if we are a match for your long-term tax needs. Either way, you walk away knowing how you can better save taxes. Think of this like getting an "appraisal" of your (tax) home.
 

This is for a one-time tax strategy consult. This includes:

• In-person meeting, up to one hour.

• Analysis of your prior year tax returns.

• Go over your current tax structure and explore additional strategies.

• Discussion of our tax loss findings.

• Share our recommendations to help you save on taxes.

• We'll be able to visit with you in a way that helps you right away.

 

After you book our consult, we will send you a link to our portal. We encourage you to upload your prior year tax returns, relevant documents, current profit & loss statements, and any questions you may have. This will allow us to review them before our meeting and ensure we're better prepared. You are welcome to just bring all your tax documents with you.

 

If you prefer a Zoom call, please let us know after booking your appointment, and we will send you a link.

 

There is no obligation to hire us after our meeting. If we all agree we can help you in the future we can discuss those options. 

 

Thanks for considering us! We hope to meet with you soon! Thanks! Cooper & JJ