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Private Trust & Tax Consulting

Protect your assets and property in a Private Trust

  • 1 hour
  • 250 US dollars
  • Phone Call (We will call you)

Service Description

This will be a 50 minute call with Jenna to discuss your tax situation and what you hope to accomplish with utilizing an ROE and/or trust(s). We will get to know each other and see if there is a fit for potentially working together to solve some of these types of issues. Included in the consult fee is a document review, if you wish to share your tax returns andior ROE documentation. Confidentiality and privacy are assured.

Cancellation Policy

To cancel or reschedule your call, please do so within 4 hours of your scheduled call. No refunds if less than 4-hour notice. Email me at

Contact Details

Chattanooga, TN, USA

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