1. Send your prepared PTPT to justin@numbercrunchnerds.com

2. Please include the words "Express Review" in the subject line of all emails communications related to this project.

3. Optional: In your email where you submitted your PTPT for review, you may include up to 3, strategy-level questions about your tax plan, which I will address as part of the review video that you will receive.

4. Optional: If you purchased the Safe Harbor Review Add On option, please include your prepared Safe Harbor Method Calculator as an additional attachment in your email.

5. You will receive, via email, a link to the review video that Justin will prepare as part of the review process. Your questions and/or Safe Harbor Method review (as applicable) will be addressed in the review video as well. Please allow 30 Days following the date you submit your PTPT to receive your review video link.

6. After you have had a chance to watch your review video, you may submit any follow up questions to justin@numbercrunchnerds.com

7. Justin will respond to your follow up questions via email.