Thank You for Booking Your FREE Tax Consultation!
Don’t Skip These Steps Before Your Appointment!
Take a few quick actions now to ensure your tax planning consultation runs smoothly and delivers maximum value. These simple steps will help you come prepared and make the most of your time with our experts!
1. Check Your Email for Confirmation
We’ve sent a confirmation email with all the details of your scheduled tax planning consultation—including the date, time, and a secure link to join the call. Make sure to add it to your calendar so you don’t miss out!
2. Meet Our Sales Team to Explore More of Our Tax Planning Services
Before your consultation, you’ll have a brief conversation with one of our team members. Their role is to:
Understand your tax planning goals and priorities—whether you're looking to minimize liabilities, optimize deductions, or plan for future investments.
Walk you through the full scope of our tax planning services—including advanced strategies like retirement planning, business entity structuring, tax-efficient investments, and more.
Recommend the best package or service level based on your needs, ensuring you receive the right support for your situation.
3. Prepare for Your Tax Planning Consultation
To get the most out of your session, we encourage you to gather:
Your latest tax returns.
Any information about income sources, investments, or major expenses.
Questions or concerns regarding your current or future tax situation.
The more details you provide, the more personalized and impactful your tax-saving strategy will be!
Want to learn more before your consultation? You’re always welcome to visit us at any of our office locations for a face-to-face conversation with our team. Prefer to explore from home? Head over to peterholtzcpa.com to discover more about our tax planning services, client success stories, and valuable resources designed to help you save more and stress less.