Tax Planning & Strategy Session

$175.00

A desk with tax documents, a calculator, a pen, glasses, a smartphone, a stack of U.S. dollar bills, a cup of coffee, and a plant.

A one-on-one tax planning session focused on your current tax situation, upcoming filing considerations, and compliance planning.

Includes

  • Review of income sources

  • Discussion of filing status and deductions

  • Self-employment and estimated tax considerations

  • Multi-state or foreign income implications

  • Identification of planning opportunities (not guarantees)

Limitations

  • No IRS representation

  • No legal or investment advice

  • Implementation billed separately

Start Your Tax Inquiry