This is a private meeting with Eugene Marshall, EA to discuss Tax Planning and Financial Coaching.
Eugene is federally authorized to represent taxpayers before the IRS and, like CPAs and attorneys, have unlimited representation rights. Eugene specializes in advanced tax strategies to reduce his client’s tax liability through effective tax planning.
Financial coaching is a set of strategy sessions throughout the year to help you get financially fit. It’s meant to come up with strategies, tools, tips, and best practices for your finances. The end goal is to help you improve your financial literacy.
Tax planning is a set of strategy sessions throughout the year to help you minimize your tax liability. It’s meant to come up with strategies, tools, tips, and best practices for your business. The end goal is to help you minimize your tax liability and allow you to be prepared for tax preparation.
