Individual Advanced Tax Filing Session

Service Description

Service Description: - Tailored Advanced Individual Tax Return Filing Service for complex financial situations. - Includes handling multiple sources of income (W-2; 1099s; Schedule C; Schedule E; Schedule D), deductions, multiple states' returns, and tax credits as well as self-employed. Recommended Package: 5-Session Package (up to 5-hr consultation/meeting + behind-the-scenes work) Unused Meeting Hours: - Any remaining meeting hours can be converted to alternative benefits that we offer. What We Offer: - In-Depth Discussions (Meeting hours) of your financial situations, concerns, questions, and goals. - Analyses of your financial situations, concerns, questions, and goals. - Document Collection and Review - Document Organization - Tax Return Filing - Tax Return Walk-Through - Available for additional advice and support beyond the initial sessions. Why Choose Us: - Expertise in handling various tax scenarios. - Personalized attention and customized solutions. - Peace of mind with capable hands managing tax filing. - Simplified technology-powered process and optimized financial outcomes.

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