TAX RETURN REVIEW

Service Description

This service is only for clients in our program's SLASH TAXES and PRESERVE LEGACY areas. Said differently, if you have booked any tax service or are enrolled in either of our Spanancial Wellness® Programs, you can book this session for a FREE Tax Return review completed by our firm. You will be ready for this session when you have received the signature documentation to sign your tax return in our documentation portal. Please note that this service level's consultation policies and contract terms kick in, and it is super critical that you adhere to the 7-day communication policy outlined in our contract terms.