■ 01

Tax Planning

‣ First deliverable or feature included

‣ Second deliverable or component

‣ Third item describing what client receives

‣ Fourth specific outcome or asset

‣ Fifth deliverable if applicable

■ 02

Tax Preparation

‣ First deliverable or feature included

‣ Second deliverable or component

‣ Third item describing what client receives

‣ Fourth specific outcome or asset

‣ Fifth deliverable if applicable

■ 03

Tax Resolution

‣ First deliverable or feature included

‣ Second deliverable or component

‣ Third item describing what client receives

‣ Fourth specific outcome or asset

‣ Fifth deliverable if applicable

■ 04

Taximum Value Plans

‣ First deliverable or feature included

‣ Second deliverable or component

‣ Third item describing what client receives

‣ Fourth specific outcome or asset

‣ Fifth deliverable if applicable