Taylor Wealth Advisory | VIP Client Waitlist ✨

Dear VIP Client, Thank you for your interest in Taylor Wealth Advisory. By joining this VIP waitlist, you authorize us to contact you about scheduling, document readiness and next steps for the upcoming tax season. Joining the waitlist does not reserve an appointment, guarantee tax preparation, establish a tax preparer-client relationship, or authorize us to prepare or file a return. Tax preparation services, scope, fees, responsibilities and any applicable audit support will be set out in a separate engagement letter before work begins. Please do not submit tax documents or sensitive financial information through this waitlist. You are responsible for providing complete and accurate information when you later engage us. Promotional email and text updates are sent only if you separately opt in above. You may withdraw from the waitlist by contacting Taylor Wealth Advisory. Sincerely, Taylor Wealth Advisory.