1. We will look at your application and analyze it to see if you qualify for a strategy session. If the application is not accepted we will notify you.
2. Upon acceptance of your application, we will look at How we can find hidden deduction opportunities you might be overlooking
3. We will strategize with you to see how we can get you into the right tax bracket so we can keep more money in your pocket ethically
4. Review your past tax returns and see if you left any money on the table and strategize how to get it back so you can get more money in your pocket once we get off the call!
Strategy sessions with our firm are in high demand, and we want to ensure we can reserve your time with our tax experts to answer your questions and save you as much money as possible upon acceptance.