Proactive Tax Planning
Schedule Your Tax Planning Session
Choose a convenient time for a forward-looking tax planning session, included as part of your ongoing advisory relationship. We’ll use Holistiplan® to analyze your most recent tax return, model potential planning opportunities, and identify the actions that may matter most before year-end.
About 50 minutes. Choose an in-person meeting at our Findlay office or meet with us by Zoom.
We’ll work through your tax analysis and potential planning opportunities together on screen.
After scheduling, you’ll receive an email confirming your appointment. If we need your most recent tax return or other supporting documents to prepare your current-year tax planning scenario, a member of our team will contact you separately with secure upload instructions.
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