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6-Month Tax Preparation & Strategy Session Package

Ideal for business owners and investors looking for clarity, organization, and the right tax strategies to position themselves for long-term success.

$5,950

/for 6 months

or

$1,050

/month

  • Tax preparation and filing for personal and business needs.

  • Bi-monthly strategy sessions to review progress, adjust strategies, and ensure alignment with your financial and tax goals.

  • A strategic tax roadmap created specifically for your goals.

  • Email and text support for questions during the six-month engagement.

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