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Schedule an Appointment
Tax Prep and E-file Appointment
During this meeting, we will review your tax documents, prepare your return, and ensure your e-file submission is accurate and ready.
Financial Planning and Strategy
This meeting provides an opportunity to discuss your financial goals and craft strategies that align with your unique priorities.
Risk Management Consultation
In this session, we’ll explore life insurance solutions to protect your family, business, and future, while also planning for a tax-free retirement.


