Bonnie is authorized to work in all 50 states.
All work is done virtually.
No need to drive to an office
Most tax preparers focus on the numbers you provide, aiming to fill out your tax return as accurately as possible. But if you've ever felt like you're just another file on their desk, you're not alone. Many don't take the extra step to help you maximize your deductions or strategize for lowering future taxes—not because they lack expertise, but because they're tax preparers, not tax planners.
When Bonnie handles your taxes, she dives deep into your business, your goals, and your challenges. It's not just about getting the job done; it's about understanding your business inside and out to ensure you're not just saving now but also setting up for reduced tax liabilities in the future. A 30-minute discovery call with Bonnie isn't just a chat; it's the first step to truly understanding the tax benefits tailored just for you.
Your time is valuable, and so is Bonnie’s. Booking your discovery call means securing a dedicated slot in Bonnie’s schedule exclusively for you. While the discovery call is a paid commitment, should you choose to proceed with Bonnie's services, the cost of the call will be credited towards your service fees. Please note, to honor the time reserved for you, cancellations do not receive a refund.
Bonnie isn’t just a tax preparer; she’s your financial ally. An enrolled agent recognized by the IRS means she’s not only qualified but ethically bound to provide the highest standard of service. With unlimited practice rights, whether it’s individual or business tax matters, Bonnie is your advocate before any IRS office.
Don’t let another year go by wishing you had taken a better approach to your taxes. Schedule your discovery call with Bonnie Forte today, and take the first step toward empowering your financial future. With Bonnie, it’s not just about filing taxes—it’s about crafting a strategy that supports your entrepreneurial journey, every step of the way.
Client 2023 returns due in March & April 2024 can no longer be accepted.
If you have or will file an extenstion to delay your filing until September and October 2024, you may join the waitlist
We understand that with the tax season already underway, the pressure is on to make the most of your tax situation & and the need for expert tax advice now more than ever.
After payment you'll receive a calendar link to schedule your call
Your time is valuable, and so is Bonnie’s. Booking your discovery call means securing a dedicated slot in Bonnie’s schedule exclusively for you. While the discovery call is a paid commitment, should you choose to proceed with Bonnie's services, the cost of the call will be credited towards your service fees. Please note, to honor the time reserved for you, cancellations do not receive a refund.
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