1. Send an email to justin@numbercrunchnerds.com

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

3. In your initial email communication, please address the following topics (if applicable):

a. What has been holding you back from getting your tax plan finalized within the PTPT? Please be as specific as needed for me to gain an understanding of your situation.

b. What items or topics do you believe we need to focus on the most in order to get your tax plan up to speed?

c. What are you looking to get out of this consulting project?

d. Do you want guidance from me in "smaller chunks" (i.e. more step-by-step) in each communication, or do you prefer multiple steps to be included in a single email or video?

e. Feel free to write whatever may be relevant that hasn't been addressed in the previous questions.

f. Indicate whether or not you purchased the Safe Harbor Calculation add on, so I can add that to the list of things for us to work on (if applicable).