Ready to get on our calendar?
Thank you for taking the time to answer these important questions about your tax needs so we can know a little more about you. Your answers help us provide real value to help with your particular tax situation.
And in an effort to get to know us, we’ve added you to our popular “Real World Strategy Notes” email list. Be sure to click the link in the first email you receive to ensure our timely notes get in front of you every week (check your spam folder if you don’t see it in your inbox).
Now, here’s to keeping the IRS off your back and helping you grow your finances.
Kristin D. Gravitt, CPA, CTC
Thank you for scheduling your free discovery session. To best prepare for our meeting, I’ll need to review your most recent individual and business tax returns (feel free to “black out” any personal information). Please upload them to my secure client portal here: Upload Tax Returns