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Due to demand, we are only able to take on a limited number of individual tax clients at this time.
Our Tax Advisory Package starts at $999 and includes the following:
Federal and State Tax Return Preparation
E-Filed Tax Returns
Annual 30 minute tax return review meeting
Up to 1 hour/year of general tax advisory session(s)
Secure Client Portal Access
Annual Tax Projection
Estimated Tax Payment Assistance (if applicable)
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