Services
Expert guidance tailored to your unique situation
Tax Strategy Session
$195
All prospective clients begin with a Tax Strategy Session. During this session, we review your prior year tax return, identify opportunities and potential issues, and discuss which services align with your needs.
You'll receive a comprehensive tax analysis with specific recommendations. Whether you need ongoing advisory support, tax preparation, IRS representation, or a combination of services will be determined based on your situation.
The $195 session fee is credited toward any service engagement.
Strategic Tax Advisory
Year-round tax planning and guidance for individuals navigating complex financial decisions.
Two service levels are available: Essential and Strategic.
Essential Advisory includes:
Two planning sessions annually
Year-round email support (72-hour response)
IRS transcript monitoring
Multi-year tax projections
Year-end tax planning
Strategic Advisory includes:
Everything in Essential
Up to three planning sessions annually
Priority email support (24-48 hour response)
Advanced scenario modeling
Coordination with other professionals
Priority IRS monitoring response
Annual fees discussed during Tax Strategy Session.Tax Preparation
Federal and state tax return preparation with year-round IRS monitoring. Available as a standalone service or paired with advisory services.
Services include:
Federal Form 1040 preparation
State tax returns
Estimated tax payment calculations
Video return delivery with detailed review
IRS transcript monitoring
Pricing is based on return complexity (simple, moderate, or complex) and discussed during Tax Strategy Session.IRS Representation
Full representation for IRS and state tax matters. As an Enrolled Agent, I have unlimited representation rights before the IRS.
Services include:
IRS and state notice response
Audit representation
Collection issue resolution
Penalty abatement requests
Appeals representation
Coordination with tax resolution specialists when needed
IRS monitoring and notice triage are included with all advisory and preparation services. Full representation services are available as needed for complex matters. Fees discussed during Tax Strategy Session based on your specific situation.
FAQs
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A: Yes. All new clients begin with a Tax Strategy Session to ensure we understand your situation and can recommend the appropriate service level.
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A: Yes. IRS transcript monitoring is included whether you engage us for tax preparation only or ongoing advisory services.
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A: Yes. Many clients engage us for strategic advisory while continuing to work with their existing CPA for tax preparation.
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A: We frequently work alongside financial advisors. Strategic Advisory clients benefit from coordinated planning between their tax and investment professionals.
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A: The full $195 is credited toward your service engagement. If you choose not to engage our services, you'll still receive the comprehensive tax analysis from the session.