Financial Planning: New Clients
Financial planning for clients new to TaxWise Advisor Group
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New Projects: Returning Clients Only
Returning clients with a signed Engagement Letter who would like to begin a new Service Agreement for financial planning or tax preparation
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Open/Current Projects: Returning Clients
Returning clients who would like to schedule a follow-up meeting for a project currently underway
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Tax Preparation: New Clients
Tax preparation for clients new to TaxWise Advisor Group
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