Our Personal Tax Planning Consultation service encompasses personal tax planning and wealth management, offering in-depth financial advice. A Swiftax expert will help you customize a comprehensive, financially optimized tax strategy for your specific situation. Includes a 1 hour call about one or all of the following topics: Personal Tax Planning , Financial Planning, Wealth Management.
*** Please note that bookkeeping services are not included in this product. Bookkeeping is a separate service which can be purchased with Swiftax. If you have not purchased bookkeeping service from Swiftax, we require that all documents related to your bookkeeping are provided by you.
Includes a 1 hour call about one or all of the following topics: Personal Tax Planning , Financial Planning, Wealth Management. Each additional hour is billed at $150.
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