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Advisory › Ongoing advisory › One Advisory Meeting

One Advisory Meeting

A round table with one chair and a document, and a calendar with one date circled

A single planning session scheduled for the autumn, before year-end closes the options off. Includes the business and personal returns, a review before filing, and one IRS or state notice handled if one lands.

Tax Related Maintenance Fees

  • Business tax return (per year)
  • Personal tax return (per year)
  • Tax return review (per year)
  • IRS or state notice — review and response
  • Ongoing advisory meeting - September to November
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