Comprehensive Consultation - Initial
Initial Meeting
Service Description
A comprehensive consult consists of an initial meeting (up to two hours long) and a follow-up meeting (up to one hour). We do a deep dive into your business, your ideas and growth strategies, and expert tax advice! Receive a personalized roadmap, Trifecta entity plan following Mark Kohler's best small business tax structure, estimates of your tax savings, and recommended tax strategies. A consult also includes up to two hours of follow-up, research time, Trifecta prep time, and email communications from a tax expert related to the consultation.
Cancellation Policy
You are able to cancel or reschedule your appointment online at any time. However, we prefer that you cancel or reschedule your bookings no later than two hours prior to the scheduled start of your call.
Contact Details
info@valueplanningreports.com
Suite 105 615 Main Street, Tower, MN, USA