15-Minute Free Consultation
Get a quick expert review of your tax situation.
Receive expert advice on any of the tax topics I cover (see 30-minute consultation for details).
& it's right for you if...
Ideal for individuals who: Want a previously filed tax return reviewed for errors and refund opportunities; need quick answers to specific tax questions; want to understand tax planning. Perfect if you're unsure whether you need more in-depth advice or have questions about my services.
30/60 Minute Consultation
-1 hour consultation - $200
-30 minute consultation - $120 ($85 If you or your spouse are a public school teacher)
Expert advice on any of the following topics:
TAX PLANNING
Review prior year tax returns for errors and refund opportunities.
Advise on handling IRS/state notices.
Update withholding/W4 to match desired refund.
KIDS & EDUCATION
Tax-efficient ways to save for children’s education
FSA/maximizing child tax credit for new parents.
Maximize education expense deductions/credits
INSURANCE
Tax implications of annuities
Tax implications of IUL/whole life insurance.
Tax benefits of Health Savings Accounts (HSAs).
LOANS
Compare funding options: HELOC/mortgage/cash out refi/ 401k loan/IRA loan/intra business loan
Use the interest tracing rule to deduct loan payments
Tax impact of mortgages -15-year vs. 30-year
INVESTMENTS
Tax loss harvesting
Strategies for RSU/NSO/ISO
Crypto taxation
Asset allocation vs. asset location
Reduce capital gains tax on stock/real estate
Reduce taxation of rental income
Tax impact of investment decisions
SELF EMPLOYED/1099
Choosing the right entity (S-Corp, C-Corp, LLC, etc.)
Retirement savings options: SEP vs. Solo 401k
Quarterly estimates payments
Maximize deductions from business income
Maximize start up cost deductions
RETIREMENT
Retirement savings options- ROTH vs Traditional, 401k/IRA/SEP
Retirement account withdrawal strategies
Backdoor ROTH & Megabackdoor ROTH
Analyze value of ROTH Conversions
Pension maximization strategy
INHERITANCE
Tax impact of trusts & wills
How to invest inherited assets tax efficiently
How to let your heirs inherit assets tax efficiently
Foreign inheritance planning advice
FINANCIAL EDUCATION
When and how to hire insurance/financial advisors and other professionals.
Compare financial coach vs. financial advisor, EA vs. CPA.
Insights on fiduciary financial advisor biases.
How to find the assets of someone who died with out a will/plan.
Review prior year tax returns for errors and refund opportunities.
Advise on handling IRS/state notices.
Update withholding/W4 to match desired refund.
KIDS & EDUCATION
Tax-efficient ways to save for children’s education
FSA/maximizing child tax credit for new parents.
Maximize education expense deductions/credits
INSURANCE
Tax implications of annuities
Tax implications of IUL/whole life insurance.
Tax benefits of Health Savings Accounts (HSAs).
LOANS
Compare funding options: HELOC/mortgage/cash out refi/ 401k loan/IRA loan/intra business loan
Use the interest tracing rule to deduct loan payments
Tax impact of mortgages -15-year vs. 30-year
INVESTMENTS
Tax loss harvesting
Strategies for RSU/NSO/ISO
Crypto taxation
Asset allocation vs. asset location
Reduce capital gains tax on stock/real estate
Reduce taxation of rental income
Tax impact of investment decisions
SELF EMPLOYED/1099
Choosing the right entity (S-Corp, C-Corp, LLC, etc.)
Retirement savings options: SEP vs. Solo 401k
Quarterly estimates payments
Maximize deductions from business income
Maximize start up cost deductions
RETIREMENT
Retirement savings options- ROTH vs Traditional, 401k/IRA/SEP
Retirement account withdrawal strategies
Backdoor ROTH & Megabackdoor ROTH
Analyze value of ROTH Conversions
Pension maximization strategy
INHERITANCE
Tax impact of trusts & wills
How to invest inherited assets tax efficiently
How to let your heirs inherit assets tax efficiently
Foreign inheritance planning advice
FINANCIAL EDUCATION
When and how to hire insurance/financial advisors and other professionals.
Compare financial coach vs. financial advisor, EA vs. CPA.
Insights on fiduciary financial advisor biases.
How to find the assets of someone who died with out a will/plan.
Dive deeper into your tax and financial questions with personalized advice tailored to your needs.
How to prep for a consultation
I will call you at our Scheduled meeting time. Write down any specific questions you want to address during the meeting.
If no specific questions, consider having your tax returns ready to show me on screen. This will allow me to ensure you are taking advantage of all available strategies.
Written tax plan
This service offers personalized tax planning with a focus on identifying opportunities and ensuring compliance.
Includes two meetings and a detailed written tax plan.
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$750 to $1,500 depending on complexity
& it's right for you if...
This service is perfect for those who want comprehensive tax planning. Whether you’re navigating complex situations like side hustles/1099 income, real estate investments, or planning for retirement, I will make sure you understand every tax strategy available to you, and show you the tax savings on paper.
Meeting 1 (1 hour): Review prior year tax return and gather necessary information.
Meeting 2 (30 minutes): Go over the tax plan and discuss implementation steps.
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Year-Round Tax/Financial Strategist
$2,500 to $6,000 a year, depending on complexity
this service includes:
-Written Tax Plan
-Four or five meetings. Four 1 hour meetings or 3 one hour meetings and two 30 minute meetings.
-Three-Year Review: Examination of three prior years of tax returns to identify errors and opportunities.
-Staying on top of the ever changing tax code and proactively contacting you to seize tax savings opportunities.
You can use the meetings however you would like. Here is an example meeting schedule:
Meeting 1 (1 hour): (between February 1 to April 15) Review your 1040 tax return before filing; discuss extension payments; address current year estimated tax payments and potential W-4 withholding increases/decreases.
Meeting 2 (1 hour): (between June 1 to Oct 1) Review/modify/implement the tax plan for the next 2 years; check and adjust withholdings or quarterly payments; discuss the pros and cons of ROTH vs. Pre-Tax retirement account contributions; assess the tax implications of investments, real estate purchases, inheritance, insurance decisions, and any changes in tax laws impacting you.
Meeting 3 (Oct 1 to Dec 15): Conduct year-end tax planning, including capital loss harvesting, charitable contributions and donor-advised funds (DAFs), business equipment and vehicle purchases, and ROTH conversions.
Meeting 4: Schedule a 1-hour session as needed to address any other tax or financial concerns, at any time of year.
& it's right for you if...
This service is ideal for individuals who want ongoing, personalized tax and financial education throughout the year. It’s particularly suited for those with complex financial situations, such as multiple income sources, significant investments, or business ownership, who need proactive strategies to optimize their tax obligations and financial decisions.
I am your year round trusted partner in tax and financial decisions. I have zero conflicts of interest, nothing to sell you, and 20 years of experience providing objective written and verbal tax/financial guidance.
This comprehensive service provides continuous tax advice and planning throughout the year, ensuring you stay on top of understanding and implementing all available tax strategies.
This comprehensive service provides continuous tax advice and planning throughout the year, ensuring you stay on top of understanding and implementing all available tax strategies.
Book an appointment.
Book an appointment with me to gain clarity on your tax and financial situation. Together, we’ll create a strategy to to lower your tax bill and achieve your financial goals.