Tax Planning & Strategy Consultation
“Plan ahead. Save more. Stay compliant all year long.”
Service Description
This session is designed for individuals and businesses seeking proactive tax savings, long-term planning, and strategic guidance throughout the year. Unlike tax preparation—where we report what already happened—this consultation focuses on future planning, legal tax reduction strategies, and intentional decision-making. During your Tax Planning & Strategy Consultation, we will: Review your income, expenses, business structure, and financial goals Identify opportunities to reduce your tax liability legally Analyze deductions, credits, and strategies you may not be currently utilizing Discuss quarterly tax planning, estimated payments, and year-end strategies Evaluate whether your business structure supports tax efficiency Create a tailored plan aligned with your personal or business goals You will walk away with a strategic understanding of how to reduce taxes, avoid surprises, and position yourself for a stronger financial outcome. This fee serves as a retainer and will be fully credited toward your tax planning or tax preparation services should you choose to move forward with our firm. This ensures your investment applies directly to the work performed on your behalf. 🧾 Who This Session Is For ✔ Business owners wanting to reduce taxes legally ✔ High-income earners seeking strategic tax savings ✔ Self-employed professionals needing quarterly guidance ✔ Anyone who wants tax planning before problems occur ✔ Clients who want a proactive—not reactive—approach to taxes
Cancellation Policy
📌 YJCRUMP Solutions – Booking Policy Please review and agree to the following policies before submitting your appointment: 1. Appointment Confirmation Your appointment is confirmed once the booking form is completed and any required payment or deposit is submitted. 2. Payments & Deposits Deposits (if required) are non-refundable and applied toward your final fee. 3. Cancellations & Rescheduling A minimum 24-hour notice is required to cancel or reschedule. Late cancellations or no-shows will forfeit the deposit or may require a new deposit to rebook. 4. Late Arrival Arriving more than 10 minutes late may reduce your session time. At 15 minutes late, the appointment may be marked as a no-show. 5. Document Submission For tax and IRS-related appointments, all required documents must be submitted before the session. Lack of documents may result in rescheduling. 6. Communication Policy Tax advice, document review, and case details are only discussed during scheduled appointments. No tax work is conducted via text or social media messages. 7. No Refunds Due to the nature of tax and advisory services, all deposits and completed services are non-refundable. By submitting this form, you confirm that you have read and agree to these booking policies.
Contact Details
3845 Viscount Avenue suite 7, Memphis, TN 38118, USA
9018346868
yolanda@yjcrumpsolutions.com
Nesbit Road, Nesbit, Mississippi, USA
yolanda@yjcrumpsolutions.com