How much is a paid initial consultation and what do you provide the prospect in exchange for the fee?
Currently, our Tax Discovery Session is $445 and includes:
Review of prior year business and personal tax returns
45 minutes dedicated to the prospect
Assessment of their tax concerns past, present, and future
Assessment of their goals and what is important to you
Answers to their top questions
A summary of our findings and personalized action items to move forward with their goals
Invitation to a tax planning and maintenance plan engagement