Tax Center
Run the numbers. Pack the folder. Watch the calendar.
Three tools we actually use with clients. The estimator is federal and educational. The checklist is the one we send in January. The dates are the ones that generate penalties.
A projection in October beats a surprise in April.
The consult is thirty minutes and complimentary. If we are a fit, you leave with a fee and a date. If we are not, we will say so.