Financial Assessment
Understand Your Financial Picture for Strategic Planning.
Service Description
In this session, we will thoroughly evaluate your financial situation, categorizing and analyzing your finances to gain a clear understanding. This process helps determine the lowest possible monthly payment to the IRS based on your financial position.
Cancellation Policy
Payment Terms: Full payment is required upfront before the service begins. Service Scope: Services cover analysis and guidance only; additional actions or filings are billed separately. Documentation: Client must provide all required documents before the service deadline. Missing or delayed documents may extend service timeframes. Non-Refundable: Fees are non-refundable once the service has begun.
Contact Details
10999 Reed Hartman Highway suite 203, Cincinnati, OH 45242, USA
513-830-5515
info@wearetaxcellence.com