Manny Sandhu, CPA - Pocket CPA

A closer look at your tax situation with Manny, and a discussion of whether tax planning is worth pursuing.

Ahead of this meeting we will have reviewed the information you provided, including your prior returns and current-year tax position. On the call we will discuss what stood out, the planning areas that may be relevant to your circumstances, if you're overpaying in taxes, and what working together would involve if you decide to move forward.

Please send the following at least 48 hours in advance:

• Prior year personal tax return
• Prior year business tax return, if applicable
• Year-to-date financials or approximate profit figures, if applicable

If we have not received these in time, we may need to reschedule so the meeting is worth your time.

Please have all decision makers present. If a spouse or business partner will be involved in deciding whether to proceed, please have them join. Planning decisions often touch compensation, entity structure, retirement contributions, and cash flow, and it is easier when everyone hears the same information at once.

Please note: this session is a review and evaluation discussion. A completed tax plan, tax projections, and written recommendations are delivered under a separate engagement.

If you need to reschedule, please use the link in your confirmation email as early as possible.

Check us out @:

Pocket CPA - CPA-Led Tax Preparation & Bookkeeping

https://www.facebook.com/PocketCPAS/

During this call, we will discuss your current situation, answer questions, review any relevant concerns, and identify the best next steps. Depending on the topic, this may include tax preparation questions, tax planning opportunities, business advisory items, bookkeeping support, entity structure considerations, or general financial guidance.

Please upload or send any relevant documents before the meeting so we can make the call as productive as possible.

This meeting is intended for general CPA advisory support. More in-depth tax planning, return preparation, bookkeeping cleanup, or written analysis may require a separate engagement.

Check us out @:

Pocket CPA - CPA-Led Tax Preparation & Bookkeeping

https://www.facebook.com/PocketCPAS/

Due to our high volume of applications, we cannot offer reschedules. If you do not show up for the call, you will NOT be able to book another. If you cannot make the time, please DO NOT book the call.

A 30-minute introductory tax planning consultation with Manny to better understand your current tax situation, goals, and potential planning opportunities. During this call, we will discuss your background, key facts, timing, and whether Pocket CPA may be a good fit to assist.

Please note: this meeting is intended as an initial consultation and does not include a completed tax plan, tax projections, or written recommendations unless a separate engagement is agreed upon.

Check us out @:

Pocket CPA - CPA-Led Tax Preparation & Bookkeeping

https://www.facebook.com/PocketCPAS/

Due to our high volume of applications, we cannot offer reschedules. If you do not show up for the call, you will NOT be able to book another. If you cannot make the time, please DO NOT book the call.

A 30-minute introductory tax planning consultation with Manny to better understand your current tax situation, goals, and potential planning opportunities. During this call, we will discuss your background, key facts, timing, and whether Pocket CPA may be a good fit to assist.

Please note: this meeting is intended as an initial consultation and does not include a completed tax plan, tax projections, or written recommendations unless a separate engagement is agreed upon.

Check us out @:

Pocket CPA - CPA-Led Tax Preparation & Bookkeeping

https://www.facebook.com/PocketCPAS/

A 30-minute introductory tax planning consultation with Manny to better understand your current tax situation, goals, and potential planning opportunities. During this call, we will discuss your background, key facts, timing, and whether Pocket CPA may be a good fit to assist.

Please note: this meeting is intended as an initial consultation and does not include a completed tax plan, tax projections, or written recommendations unless a separate engagement is agreed upon.

Check us out @:

Pocket CPA - CPA-Led Tax Preparation & Bookkeeping

https://www.facebook.com/PocketCPAS/

This is a 15-minute phone consultation designed to understand your current tax and financial situation. We’ll review your needs, walk through our process and pricing, and provide clear next steps so you know exactly what to expect working with Pocket CPA. Manny will give you a call at the scheduled meeting time.

Check us out @:

Pocket CPA - CPA-Led Tax Preparation & Bookkeeping

https://www.facebook.com/PocketCPAS/