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Tax Planning I

30 mins

$100

30-minute Zoom meeting or phone call to offer general tax strategy information. This call will provide general information and cannot be considered specific advice.

Which Tax Professional Are You Working With? *

Select Time Slot *

Name *

Email Address *

Phone Number *

Additional questions

Referral Code (If Applicable)

How Would You Like to Meet? *

Zoom

Phone

In Person

I understand and agree that if I book a Zoom appointment for a file review, I must join the meeting using a computer (desktop or laptop), not a mobile phone or tablet. The Moon Group is unable to conduct file reviews on mobile devices.

I understand that for my scheduled phone appointment, I should expect a call from 833-864-1040 (833-TMG-1040). I agree to save this number in my contacts so I can recognize the call when it comes in.