Consultation

Verify what type of services is needed:

*INCOME TAX REVIEW - how much money have you made at this point *TAX OUTLOOK - how much is your tax bill at this point *TAX SAVINGS- how does adding to a investment accounts affect tax bill (includes HSA, 401K, 529 Savings, etc.. )

Detailed review may include suggestions for your 401K, HSA, Flex plan, tax withholding, and/or estimated taxes.