When I'm doing estate planning and consulting work, I feel a sense of joy and accomplishment because I am their "safety net". My client's feel a sense of safety and fearlessness about their taxes, and I reassure them that I am only a phone call away if they need me. In this past tax season alone, at least three of my client's continually said, "Heather, you have literally lifted a huge weight off my shoulders".
After a few sessions with me, I guarantee that you will come out of our initial consultation with a sense of relief, fearlessness, and confidence that we can handle your financial affairs (either in the way of re-organizing your tax records at your home, or gaining a solid understanding of income taxes and/or tax planning). I can help literally from the start with organizing your financial records plus shredding documents that are no longer necessary. (The IRS statute of limitations is 3 years from the date of your tax filing, however I like to keep 7 years worth of records). After, organizing and collecting your financial records, I can complete your tax return.
So I've decided that it's time to bring this service to the wider world. As a gift to you, my friends and family and those connected to you, I'm offering a free consultation to see how I can help you get your financial life in order. As part of our initial consultation, I will assess your financial needs. It may be re-organizing your records and setting up a tax filing system, or educating you on income tax law and updates. I will help you organize your financial life! I will make taxes as painless as possible!
If you are interested, simply leave a comment on this post or click the link below and I will call you back within 2 business days.
I anticipate these slots to fill up within the next few days, and I don't know when I will be able to offer them for free like this again. So snag yours now! I can't wait to share this passion with you and your loved ones!