Personal Tax Consultation

Service Description

Ready to speak with a professional about your personal taxes or finances? Schedule a consultation to help take your refund to the next level! This meeting is designed for individuals needing assistance with filing tax returns for previous years or addressing personal tax concerns, including letters or notices received from the IRS or state tax authorities. During this session, we’ll review your specific tax situation, discuss solutions, and outline next steps to ensure compliance and peace of mind. Please bring all relevant tax documents, including any IRS or state correspondence, to help make the most of our time together.