Two virtual strategy meetings with our head Black Sheep, Kevin Cooper, CPA and a certified financial planner. We’ll take a deep dive into ways to save you money and plan for your future. You’ll take away a summary with lots of tax & financial planning ideas.
Personal Tax & Financial Planning Workshop
You’ll have two virtual meetings with Kevin Cooper, CPA and a certified financial planner. In the first session, we’ll ask you lots of questions about your taxes and financial situation. Then, you’ll send us the information we request and we’ll work furiously to prepare plans to save you on taxes and plan for retirement. In the second session, we’ll discuss our recommendations with you. You’ll receive a short summary of our talks and lots of tax and financial planning ideas.
Tax & Business Planning Workshop
You’ll have a virtual meeting with Kevin Cooper, CPA to take a hard look at your overall business. What tax strategies are you using, and what else could you be doing? What technologies are you using, and are they all talking to each other as they should be? We’ll come up with ideas to make you and your business more efficient and set you up for continued growth.