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RoboTax
✓ PAID

Invoice

#RT-2024-0047

Bill To Marcus Chen Chen Consulting Group 123 Business Ave, Suite 400 Miami, FL 33101
Invoice Date December 10, 2024 Due Date December 10, 2024
Payment Method ACH Transfer Reference CHEN-TAM-001

Services

Description Qty Rate Amount
Tax Analysis Meeting (TAM)
Comprehensive tax strategy analysis including document review and opportunity identification
1 $2,500.00 $2,500.00
Subtotal $2,500.00
Tax (0%) $0.00
Total $2,500.00
Amount Paid $2,500.00

Payment Details

Transaction ID TXN-8847291034
Payment Date Dec 10, 2024
Payment Method ACH ****4521

Guarantee

Full refund if modeled tax savings are under $25,000. This guarantee applies to the Tax Analysis Meeting fee only and is valid for 30 days following delivery of the Tax Analysis Delivery (TAD) presentation.