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Advice | Taxes | Investments | College Strategist | Company | Contact |
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More Money for You - Guaranteed! This is a thorough income tax planning review consultation done here in our office after the busy tax season. We will examine your latest three years of filed tax returns for specific opportunities to save you tax money on future and even past returns. You complete our three page questionnaire and provide us with your latest three years of filed tax returns. We do the examination and prepare a written report of our tax-saving suggestions for you. You then come in for a consultation. We are so confident in our tax planning abilities, that if we cannot point out how you can save at least $1,000 in taxes, then you do not pay for the service. Otherwise, our fee for this tax-saving review consultation is $750. Call us now so we can send you our three page questionnaire and get you started on saving taxes. 707-576-8700
More Deductions and No Unnecessary Fees… read what clients are saying about us...
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