What’s Included in the Session?
During this session, we will:
Review your current tax situation: Understand where you stand and identify areas for improvement.
Discuss your goals: Learn what changes you’d like to implement.
Explore potential strategies: Receive insights into approaches that could benefit you.
Outline required documents: Get a clear list of what you need to provide for us to craft a tax plan.
Discuss service fees: Understand the costs associated with creating your tax plan.
The session will be conducted via Zoom or conference call, providing a convenient and secure way to engage with us.
REFUND POLICY
All sales are FINAL. This fee is non-refundable even if you are a no-show. Only 1 reschedule is allowed, please contact us at least 24 hours ahead. If you have questions about a product or service, please feel free to email us at questions@thenjonesagency.com prior to making your purchase.