To help you prepare for your tax appointment, we will review personal, business and your dependent(s) information that you should gather; Sources of income for you (and your spouse – if applicable) and Which deductions apply to you. You will receive an instant quote at the end of your 15-minute consultation! This will also generate your tax prep checklist that will be emailed to you after the call.

What does the Strategic Tax Planning Process look like?

I will gather some information from you during our discovery call. We will analyze your unique financial situation to see how much we can save you, present pricing as a percentage of savings, you will be emailed an engagement agreement (contract) to move forward, and finally your custom savings plan will be delivered to you in an expertly crafted tax plan report.

This really depends on the sources of income for the year and complexities of the return itself. We take the time to understand the nuances of your unique situation and make sure there’s nothing missed – no matter if we’re helping you in-person, through a drop-off appointment or virtually.

We know that flexibility is key in the busy world we live in. That’s why at Hunnied Financial, we give you options. You can book a virtual tax filing session, drop-off, or in-person session.