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Tax Planning - Individual Tax Planning

Tax Planning Strategies for Individual Taxpayers

  • 1 hour
  • 599 US dollars
  • via phone conference

Service Description

Who should schedule this appointment? You should select this appointment if you are seeking ways to reduce your current tax liability. This appointment would be best for you if you seek strategies to help with the following. * Owing more than the amount of taxes due * Seeking strategies to reduce your tax liabilities throughout the year * Creating a tax plan to utilize throughout the year * Determine your estimated tax payments During this appointment, our firm will: *Review your prior year's tax return to determine what steps to take to reduce your tax liability. *Review your tax questionnaire to apply correct strategies to reduce the amount of taxes you owe After your appointment, our firm will: We will review your case and provide a summary tax planning report to reduce the taxes owed. How is the deposit applied? The deposit amount is non-refundable and will be applied to the cost of the initial tax representation appointment. Clients can reschedule the appointment only once if necessary by contacting our office by email at If there are any additional costs, our firm will let you know well in advance. For example, if any significant time is required to complete your tax plan. How to submit your documents to our firm Our firm uses an online secured server to retrieve information from clients, ensuring your data's safety. Clients can easily upload documents using the homepage of our website. Clients are required to submit their engagement letter, tax organizer and tax documents prior to the appointment. Upon booking, you will be provided a link to download the required files. Please note, if we do not have your documents at the time of the appointment, we may request you to reschedule. Follow up procedures Our firm is committed to processing your information as soon as possible. In order to complete your request timely, we kindly request you upload your information prior to your appointment. If you are unable to do so, please feel free to reach out to our office! If your file has no activity after our firm reaches out to you, after 60 days our office closes your case file, ensuring we maintain a high level of efficiency and effectiveness in our services.

Cancellation Policy

To cancel a session or appointment, please contact our office within 24 hours prior to the appointment. Appointments not cancelled during this time period will not be allowed to reschedule. Please note, deposits are nonrefundable. Appointments can be rescheduled only once after cancellation.

Contact Details

504 233 3536

Washington CPA's Svc LLC, Canal Street, New Orleans, LA, USA

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