Tax Consultation
Tax planning that happens before problems do.
Year-round consultation for estimated payments, life changes, and notices from any taxing authority — so decisions get made ahead of deadlines, not in a panic after one arrives.
Planning doesn't stop when your return is filed
Most tax problems aren't caused by a bad decision — they're caused by a decision nobody thought to ask about until it was too late to change course. A consultation session is where that gets caught: before you make an estimated payment, before you respond to a notice on your own, before a big year-end decision turns into a surprise next April.
These sessions aren't tied to filing season. Whether you need one meeting to make sense of a letter from the IRS, or quarterly check-ins to keep estimated payments on track, we schedule around what you actually need — not a calendar that only opens up in March.
What's included
- Year-round planning sessions, not just a once-a-year meeting
- Notice review and response guidance for any taxing authority
- Estimated quarterly payment calculations for self-employed and business-owner clients
- Tax-impact guidance for major life events — going to college, buying a home, retirement, or starting a business
- Entity and withholding strategy discussions for small business owners
- A direct line to the same team who already knows your history
Who this is for
- Self-employed clients and small business owners managing quarterly estimates
- Anyone who received a notice from a taxing authority and isn't sure what it means
- Clients navigating a major life change with tax consequences
- Clients who'd rather have a mid-year check-in than a once-a-year surprise
How it works
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1
Tell us what's going on
A notice, a life change, a planning question — call or book a session online.
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2
Sit down and go through it
We review the documents together and explain what your options actually are.
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3
Leave with a plan
Clear next steps, in writing, that fit your actual situation — not a generic checklist.