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
4 months into Tax Planning season, I have to say that May through August were tremendous. Working proactively with business owners, I am finding an average of $5,000-$10,000 of annual tax savings per client. I am very pleased to announce I am now accepting Proactive Tax Planning and Coaching assignments for September and October!
Each project takes 1-2 weeks, and I am offering the following full-week timeblocks to work on your tax plan. These are being offered on a first-come, first-serve basis, and will go very fast. So please use the form below to select the week that works best for you and your schedule. Typically, I will need to meet with you at the very beginning of your assigned week, have some email/phone access to you during that week for follow-up questions, and then meet with you at the end of that week or two-week period 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!
Week of June 21 - Reserved
Week of June 28 - Reserved
Week of July 5 - Reserved
Week of July 12 - Reserved
Week of July 19 - Reserved
Week of July 26 - Reserved
Week of August 2 - Reserved
Week of August 9 - Vacation!
Week of August 16 - Reserved
Week of August 23 - Reserved
Week of August 30 - Available
For September and October appointments, call or email immediately!
I expect all time slots will be taken as soon as I post them!
