Personal Tax Planning
$599.00
Comprehensive personal tax planning to maximize savings, identify missed opportunities, and create a customized tax strategy tailored to your financial goals.
Our Personal Tax Planning service helps individuals take control of their finances by providing expert guidance and customized strategies for tax optimization and wealth building. From reviewing past returns to planning for investments, crypto, and stock options, we ensure every opportunity to save and grow is considered.
Our services include:
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Identification of personal financial goals
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Tax return review and analysis
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Identification of missed deductions and credits
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Cost-benefit analysis for amendments
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Employer stock option advice
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Wealth-building and tax strategy discussions
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Crypto and stock sell-off scenario planning
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Investment property evaluation
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Creation of a personalized tax plan
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3-month follow-up meeting to track progress