Flourish Capital Group

Personal Tax Planning

Personal Tax Planning

  • Personal Financial Goals Identification
  • Tax Return Review
  • Identify Missed Deductions and Credits
  • Cost Benefit Analysis for Amendments
  • Employer Stock Option Advice
  • Wealth-building & Tax Discussion
  • Crypto and Stock Sell Off Scenarios
  • Investment Property Evaluation
  • Tax Plan Creation
  • 3-month Follow Up Meeting