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Tax Consultations

Consultations are

30-Minutes with a fee of $90

or

60-Minutes with a fee of $160

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Consultation fees are applied to any further services agreed upon.

Get a handle on your taxes with one-on-one attention and explore how we can guide you seamlessly through your unique tax needs

Our Session Will Be

PERSONALIZED

Our consultation will be dedicated to assessing your current tax situation and creating a personalized plan to fit your unique needs and goals.

TARGETED

Together we will identify and address any taxation-related pain points that may be impacting your goals. You will receive careful guidance so that you can get a handle on the challenges you’re facing.

INTEGRATIVE

We aim to empower all of our clients so that they can experience peace of mind during tax season, and while making financial plans for the year and beyond. You will learn helpful practices to make managing your taxes simpler in the future. You will also gain a deeper understanding of of the reporting process and how you can be better aligned with your goals.

What You'll Get

  • 1-on-1 consultation

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  • Comprehensive tax assessment

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  • Personalized friendly and professional tax plan to help you reach your goals

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  • Continued guidance and support via email

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  • Helpful tools, tips, and tricks for navigating your unique tax obstacles

Additional Questions?

email us at info@optimaltaxsolutions.net

For Frequently Asked Questions,

and to gain more knowledge for yourself on the tax filing process 

visit our

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