What’s the best way to prepare for my first meeting?

Preparing for your first meeting with Taylored Tax is key to making the most of our time together. Bring your most recent tax returns, financial statements, and any documents related to your income, expenses, investments, or deductions.

If you own a business, be sure to include information about your business structure, revenue, and expenses. Have questions or goals in mind? Jot them down beforehand, so we can address them during our conversation.

This preparation allows us to better understand your financial picture and ensures our experts can begin crafting a tailored tax strategy that aligns with your goals, whether it’s saving money, planning for retirement, or maximizing your investments.