First Time Client Tax Review & Consultation

Agents will review most recent years financial documents in order to prepare a return. Agents are able to provide consultation for sole proprietors and 1099’s on tax strategies to limit yearly liability. Returns are can be either E-filed or processed for a paper return. Agents can also help facilitate an IRS payment plan in order to consolidate or alleviate tax liability. All documents are retained in office on a secured cloud for up to 24 months after the file has closed for easy retrieval.