My wife and I run a real estate brokerage and development business, so we have a lot of accounts and complexity for our returns. I highly recommend their tax planning meeting early in the year, as it gives you the information you need to maximize your returns and how to allocate capital the most efficiently. That one hour has already saved us tens of thousands of dollars. As a small business owner, tax planning and preparation generates a good 10-20% of my profit each year. Don’t miss out on yours.