Your income varies
Your income is not steady, so last year is not a guide.
Planning ahead
Know what is coming before the year ends
A conversation during the year about what may affect your next return, so decisions are made with information, not under deadline pressure.
- Based on your actual situation
- No promises of savings
- Plain-English conversation
We use your details only to reply to you. Please do not send Social Security numbers through this form.
We reply during business hours. No obligation.
What is included
How we help
- Mid-year check-in A review of where things stand compared with last year.
- Estimated payment review A look at payments made and what may still be due.
- Life and business changes What a move, a new job, a new business or a purchase may mean for your return.
- Year-end conversation Before the year closes, so you still have time to act.
- Questions list We keep a running list so nothing is forgotten.
- Notes you can keep A short summary of what we discussed.
Is this for you?
A good fit if...
Something big is changing
A new business, a sale, a purchase, retirement or a move.
You are tired of surprises
You want to understand your return before you file it.
Questions about this service
Will planning lower my taxes?
We cannot promise that. What we can do is help you understand your situation and the choices in front of you, so you make decisions with accurate information. Results depend on your circumstances and on the rules in effect.
Do I need to be a preparation client first?
Not necessarily, but it helps if we have seen your recent returns. Tell us your situation and we will explain.
When should I schedule it?
Mid-year and before year-end are common times. Ask us what suits your situation.
Ready to take the next step?
Send us a message and we will tell you what to gather and what happens next.