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If you’ve ever felt like you’re paying too much in taxes, guessing your way through deductions, or hoping your preparer “got everything right,” you’re not alone — and you’re not stuck. The Tax Savings Blueprint Session gives you the clarity and strategy you’ve been missing.

 

This is a 60-minute 1:1 tax strategy session where we dissect your current tax situation, identify the leaks that are costing you money, and build a personalized tax savings roadmap designed specifically for your income, goals, and financial life.

 

This is NOT tax prep.
This is NOT generic advice.
This is a strategic blueprint engineered to help you legally lower your taxes now — and avoid costly mistakes later.

 

💼 What’s Included: 

✔️ A comprehensive pre-session intake review
We analyze your financial profile, income sources, entity (if applicable), deductions, documentation, and tax behavior.

✔️ A 60 minute live strategy meeting (Zoom)
We walk through your tax situation together, explain what’s costing you money, and map out the exact tax strategies you qualify for.

✔️ Tax Savings Blueprint PDF
A personalized, easy-to-follow plan outlining:

  • Your biggest tax leaks

  • Estimated savings opportunities

  • Strategy recommendations

✔️ A recording of your session for reference anytime.

✔️ Exclusive credit toward the Tax Domination Accelerator ($10,500 program) if you choose to upgrade.

Tax Savings Blueprint Session

$1,449.00Price
Quantity
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    Southern Heritage Financial Group

    100 Hartsfield Centre Parkway

    Suite 500
    Atlanta, GA 30354

    404.445.6258

    Monday-Thursday: 9a - 9p EST
    Friday: 9a - 5p EST
    Saturday: Closed
    Sunday: Closed

    All Federal Holidays: Closed

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    © 2022 Southern Heritage Financial Group. Designed by Derin Lindsey: The Brand. Edited by www.chrisjyancy.com

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