Hello & Happy any day after April 15th!
I hope this note finds you in good spirits! As we recover from the tight deadlines of the busy season, we're shifting our focus to early planning for 2024 & 2025—and wrapping up 2023 for those still working through extensions. We're excited to announce the opening of our calendar for this year's tax planning sessions, designed to set you up for financial success well ahead of the next rush.
What to Expect
Each meeting is a focused strategy session, involving pre-meeting preparations, in-depth discussions during the session, and follow-up actions. For those facing more complex financial scenarios, consider our full tax planning service with quarterly updates to continually optimize your financial strategies.
Get Ready for Your Session
To ensure we provide the most effective advice tailored to your situation, please gather any relevant financial documents, and prepare any questions you might have about your finances or tax strategies. These proactive steps help us offer you comprehensive and personalized guidance.
Even if you do not schedule a session, please use this outline to consolidate a financial picture for yourself. Prepare before our tax planning meeting: Short Tax Planning Outline
Virtual Meetings
Begin May 6th
Understanding your need for flexibility, we are excited to offer virtual tax planning meetings starting May 6th. These one-hour sessions are tailored to maximize efficiency and convenience, allowing us to delve into your tax strategies and financial plans without the commute.
In Person Planning
Starts Jun 10th
From June 10th to June 14th, we welcome you to our San Jose office for face-to-face meetings. It’s the perfect opportunity to connect with our team, get hands-on advice, and discuss your financial needs in detail.
Reserve Your Spot
Slots are limited, so I encourage you to secure your session soon by visiting the links above or by reaching out directly to our office. Early booking ensures we can accommodate your preferred time. | ||
Looking Ahead to Fall
Can't make it this spring or summer? We've got you covered. Our fall consultation schedule will be announced later this year, perfect for both mid-year reviews and end-of-year planning. We’re here to support your financial journey throughout the year.
Thank you for trusting Snap Advisory with your tax and financial planning. We can't wait to help you navigate the upcoming year with ease and confidence. | ||||