Planning your taxes to support your priorities
Save Your Time
Access expertise and skip time sorting through questionable advice on social media
Keep Your Money
Avoid unnecessary taxes by planning ahead to keep taxes lower and money in your pocket
Increase Your Confidence
Build trust in your decisions by learning how to keep an eye out for possible tax impacts
One Time
We offer single session consultations designed to walk you through tax implications and answer your questions about a specific topic or situation. You can even schedule more than one consultation on the same or unrelated subjects.
Ongoing
Set up a support package based on your needs. This is for those who are looking for assistance for ongoing situations, like small businesses keeping up with year-round obligations. Or individuals who want to keep on top of maintenance for tax resources.
If you don’t see what you’re looking for below, reach out to us to talk about what assistance you need to plan for your situation.
Consultation
Major Life Event
- married or divorced
- birth or adoption of a child
- caring for elderly parents
- bought or sold a house
- moved to a new state
New Taxpayer
- learn about
- the tax preparation process
- how to recognize common tax forms
- brainstorm ways to keep track of documents
Military Servicemember
- manage state-specific taxation of military and non-military income
- tax implications of changing state of residence
- spouse taxes on income
Organization
Spring Cleaning
- organize tax return and documents
- sort financial paper and decide what to keep
- set up and tidy systems for managing documents
Prep for Tax Prep
- get list of documents based on previous year’s return
- discuss current year changes to see if there is any tax impact and, if so, what information will be needed
Support
Basic Maintenance for Small Business
- estimated taxes
- calculations for actual profit payments
- reminders when and how to pay
- access to a calendar with deadlines
- deductible expenses
- check-ins on how expense tracking is going
- assistance with adjusting tracking methods
- availability for questions and advice
