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Frequently Asked Questions
What’s the first step to working with Taylored Tax?
The first step is booking a session to create your Tax Strategy Report. We’ll walk you through the process and get started on your personalized tax plan.
What’s the best way to prepare for my first meeting?
Bring your most recent tax returns, financial documents, and any questions or goals you have in mind. Together, we’ll identify your best next step.
Do I need to meet you in person?
Not at all! We offer both in-person and virtual meetings, so we can work with you wherever you’re located.
Do you offer free consultations?
Yes, we offer a free initial consultation where we’ll learn more about your needs and provide insight into how we can help you save money and plan better financially.
How can I contact Taylored Tax?
You can call us directly, send us an email, or use the contact form on our website. We’re quick to respond and ready to help.
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