Tax Strategy & Plan
This session should follow a free initial consultation (unless waived) to discuss repayment of student loan debt. Clients should be prepared with all loan promissory notes, current federal loan details (payment amount & application), current remaining balances for all loans, credit report dated within the last 30 days, and most recent tax return.
For qualifying life events, marriage licenses and children's birth certificates may be needed.
$400 · 3 hours 20 minutes