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Your key to tax savings.

MEETING OPTIONS - CURRENT CLIENTS

All Services

ZOOM MEETING

IN-PERSON

Quarterly Strategy Meeting
**Collaboration and Cadillac Clients Only**
1 hr
Click to Schedule
30-min Zoom Meeting
30 min
100 US dollars
Click to Schedule
60-min Zoom Meeting

1 hr
200 US dollars
Click to Schedule
In-Person Meeting Request
1 hr
200 US dollars
Request to Book
Tax Document Drop-Off
15 min
Request to Book

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