60 Minute Tax Planning Consultation
with Michael Nielsen
This initial tax planning consultation is a personalized 60-minute session designed to help you understand your current tax situation, identify opportunities for savings, and begin building a proactive strategy for the future.
During this session, we will:
Review your income sources, business structure, and key deductions
Discuss your financial goals and how taxes may impact them
Identify potential tax-saving opportunities or red flags
Answer any immediate questions about current or upcoming tax years
Determine whether ongoing tax strategy support would benefit you
This consultation is ideal for individuals, families, or small business owners who want to take control of their taxes and reduce surprises come tax season. You'll leave with actionable next steps and a clearer picture of where you stand—and where you could go—with thoughtful, strategic planning.
Total Cost: $250
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