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Post-Transaction Support
  • I'm an annual filing season tax preparer, so I offer my services for free the first 3 years. It'll help me stay connected at least annually. There's value in being about to advise clients of their tax benefits and implications. Aside from financial, I do recommend the homekeepr app with all my recommended vendors. They're also on my social media! The one I have designated for business of course, so if they need to reach out, they do.