How It Works
📋 Submit the tax plan checklist
Fill out our simple tax & financial checklist to share key details about your income, deductions, investments, and business expenses. This helps our experts prepare personalized strategies tailored to your situation.
Fill Form Here📅 Schedule a meet (Google Meet)
Book a convenient time for your one-on-one consultation using Google Meet. During the session, our enrolled agents and tax professionals will walk you through opportunities, savings, and a custom 360° tax strategy plan.
Book An Appointment💳 Make a payment (Zelle)
Secure your consultation by completing a quick and hassle-free payment through Zelle. Once payment is confirmed, your slot for the Tax & Wealth Checkup will be reserved.
Scan and Pay Here
What's Included?
360° Tax & Financial Checkup:
Full review of your personal and business finances to uncover opportunities.
Tax Bracket Optimization:
Strategies to reduce your taxable income and lower your effective tax rate.
W2 Employee Tax Deductions:
Identify deductions often overlooked by employees.
Capital Gains & Stock Option Planning:
Smart strategies for equity, RSUs, and investment gains.
Charitable Giving Optimization:
Maximize tax benefits while supporting causes you care about.
Impact Analysis of Major Tax Legislation:
Understand how “One Big Beautiful Bill” affects you.
Real Estate Tax Strategies:
Leverage property ownership for tax savings.
Business Deductions & Employee Benefits:
Optimize expenses, retirement contributions, and perks.
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