Annual Tax Planning Call

Service Description

I look forward to meeting with you for your annual tax planning meeting. This annual planning meeting, scheduled at your convenience, for up to 2 hours to discuss developments and to discuss tax savings opportunities. *Per option two of your tax preparation engagement letter, the final invoice is due upon conclusion of this meeting.* DISCLAIMER: If this call is outside of the scope of your current engagement letter, the call may be billed at our standard hourly rate.