---
collection:
  - "[[People]]"
related: 
  - "[[2024 Taxes]]"
  - "[[TurboTax]]"
created: "2025-10-08"
peopleType: service_provider
peopleDomain: Financial
peopleGroups: tax_professionals
---

~ [[People]] 

# Zana

**Role**: Tax CPA  
**Company**: [[TurboTax]]  
**Status**: Active Service Provider  
**Relationship**: New, Positive  

## Professional Background

- **Current**: TurboTax Tax Professional
- **Specialties**: Tax preparation, tax planning, financial consulting
- **Service**: Personal tax preparation and business tax services

## Key Details

- **First Meeting**: October 8, 2025
- **Initial Impression**: Super helpful and professional
- **Service**: 2024 tax review and preparation
- **Meeting Time**: 10:15 AM on October 8, 2025

## Relationship Context

- **Service Provider**: Tax CPA for personal and business taxes
- **Replacement**: Taking over from previous tax preparation approach
- **Status**: New relationship, first meeting today
- **Communication**: Direct through TurboTax platform

## Current Status

- **Meeting Scheduled**: October 8, 2025 at 10:15 AM
- **Purpose**: Review 2024 taxes
- **Troy's Assessment**: "Super helpful"
- **Next Steps**: Complete 2024 tax preparation

## Notes

- **Positive First Impression**: Troy found her super helpful
- **Professional Service**: Working through TurboTax platform
- **Tax Year Focus**: 2024 tax preparation and review
- **Relationship Building**: Early stage, building trust and rapport

## Action Items

- [ ] Complete 2024 tax review meeting (October 8, 2025 at 10:15 AM)
- [ ] Provide necessary documentation for 2024 taxes
- [ ] Establish ongoing relationship for future tax years
- [ ] Get tax documents ready for Kristy's FAFSA needs

---

*This is a new professional relationship that shows Troy's proactive approach to tax preparation and financial management.*











