Pre-Tax Review & Financial Check-In (Ind
$175–$300
A VIP financial review for individuals who want to enter tax season fully prepared. We review last year’s tax return, analyze your financial activity, and provide actionable recommendations to optimize deductions, savings, and planning for the year ahead. Perfect for anyone wanting clarity, confidence, and a proactive approach to taxes. Includes: • Review of last year’s tax return • Full year financial review (income, expenses, deductions, investments) • Credit check if relevant to tax planning • Recommendations for missed deductions and tax-saving opportunities • Year-end planning and next-year strategy • Checklist of documents to provide to your tax preparer Duration / Service Details: • 60–90 minute virtual session • Delivered via Zoom with digital notes/checklist • Payment required at booking
At Balanced & Black, we are committed to providing personalized, high-value financial services. Due to the customized nature of our sessions and work, all services are non-refundable. If you have any questions or concerns about your session, please contact us, and we will work with you to address your needs and ensure you get the support you booked.