Every year you promise yourself it will be different. You'll keep better records, you'll finally sit down and have that conversation with your financial planner, you'll be better prepared for next tax season... well now is your chance!
May is a great time to get things in order and set some new financial goals for the year!
Don't forget to schedule your after tax tune up call with us. We can help you gain a better understanding of where you are financially and determine exactly what you need to do in order to have a great and stress free tax season next year.
May means a fiscal fresh start for everyone so budget well and enjoy!
Lesley Johnson, EA
Schedule Your After Tax Tune Up Online
When you schedule your after tax planning session with us, you can now schedule a phone conference via our website.
Come to the website and click on "Schedule a meeting" on the left side of the page. Choose the day & time slot that works best for your schedule.
It's that simple!
Sign up now for 52 weeks of Financial Firedrills! These valuable action steps are guaranteed to help you save money, make money and help you to be better prepared to handle life's monetary demands.
During this 52 weeks you'll receive
â€¢ Valuable information
Click below to read more and sign up!