Concierge Tax Planning Call

Service Description

This is a high-touch, guided tax planning session designed for clients who prefer to talk through their situation rather than navigate a self-serve process. During the call, we’ll walk through your current tax landscape, discuss recent or upcoming changes, and explore decisions that may impact your tax position. The goal of this session is to ensure your tax projections and planning recommendations are built on accurate context—not assumptions. This conversation replaces detailed intake forms with a structured, advisor-led discussion. We’ll ask targeted questions, clarify priorities and constraints, and identify planning opportunities or risks that should be modeled. This session is focused on planning and projections only. It is not a tax return preparation meeting and does not include ongoing advisory services unless separately agreed. Most concierge planning calls are completed within a single session.