I am conveniently available when you are!
My hours of availability are:
Weekdays from 6:00PM to 10:00PM
Weekends from 8:00AM to Noon
Thanks to all for your positive feedback on our service! I truly enjoy all the referrals, much appreciated! We opened a new office last October and hired staff support, and so we can now handle a heavier workload. We continue to find an average of $8,000-$10,000 of annual tax savings per client, and so there is definitely a clear need for our specialized proactive planning service, and we are very happy to help contribute towards our clients' financial goals!
Proactive Tax Planning projects are being offered on a first-come, first-serve basis, and trust me, they book very fast. Typically, a planning project can take from 1-3 weeks. I will need to meet with you at the very beginning of the project, have some email/phone access to you during the project for follow-up questions, and then meet with you at the end of the project to deliver your tax plan and recommendations. Once I receive your appointment request, I will contact you to confirm whether that week is still available.
Thanks, and I look forward to finding significant tax savings for you!
Appointments are booking faster than ever, and I can likely take on no more than 5 or 6 additional tax planning engagements for the remainder of 2011, so call or email immediately!
My typical waiting list is 4-6 weeks, and of course the sooner we can plan, the sooner you can save!
I can't guarantee tax savings for everybody. But I can guarantee this:
If you don't call me to discuss tax planning, I can't save you a dime!
Call 203-767-7197
I would love to chat with you about how you can benefit from proactive tax planning.
Or email me at: Robert@ConciergeTax.com
