Phone/Zoom Only- Tax Planning Meeting
This 60 minute appointment is designed to help you navigate your year-end tax options, with the goal of lowering your tax bill. You should plan on at least 1 hour of tax planning. Depending on the depth and detail you're looking for, additional time and research may be required. Josh will be upfront about how much additional time he thinks it would take, and provide you a quote.
We will provide a Zoom meeting link to the email address you provide, and will use your phone number as a back up.
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