Tax Health Check

What to Expect

Think of this as your financial roadmap session. Quick, clear, and designed to help you figure out exactly which tax service fits your rental or homeownership situation. We’ll review your current tax scenario, ask the right questions about your income, expenses, and deductions, and point you toward the ICU service that will give you the most impact. No pressure, no guesswork, just guidance to make tax season smoother and smarter. What’s included: • A quick review of your tax documents and rental income • Discussion of your top tax questions and pain points • Recommendation of the most suitable ICU service tier (tax prep, planning, or advisory) Perfect for landlords or rentalpreneurs unsure where to start with taxes