Appointment Confirmed
Your Consultation Is Confirmed.
A Pocket CPA tax professional will review your situation and determine whether proactive tax planning makes sense for you.
- Date
- {{EVENT_DATE}}
- Time
- {{EVENT_TIME}} {{TIMEZONE}}
- Meeting
- {{EVENT_NAME}}
- With
- {{ORGANIZER}}
Your meeting invitation is on its way.
Watch your email for the calendar invite and access details. It usually arrives within a few minutes. If you do not see it, check your spam folder.
What we’ll cover
- Your income and business structure
- How you currently pay yourself
- What your current CPA handles
- Where planning opportunities may exist
- Whether we’re the right fit
Have ready if you can
- Your most recent tax return
- Approximate year to date profit
- Your current owner compensation
- Any tax questions on your mind
Tax preparation reports what happened.Tax planning changes what happens.