Schedule Your One-On-One Strategy Session

Do you have specific questions you’d like answered about your tax situation?
Not a fan of group sessions?
Want answers NOW?!?

Then a one-on-one educational and strategy session with Wendy may be THE solution for you. Select the day time and length of session you’d like to schedule and send over the topics you’d like Wendy to cover with you.

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What Our Clients Are Saying

I’ve been working with Wendy for several years and she is absolutely terrific. Very helpful and very reliable when I have questions, no matter how minor and annoying they may be!

Alicia B.

Wendy is very knowledgeable, enthusiastic and helpful. She has been wonderful to work with. I recommend her highly!

Inge B.

Schedule Your One-On-One Strategy Session

What Our Clients Are Saying

Thank you!