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Planning & Consultation

We can help you make the best decisions throughout the year to give you the best possible tax situation!

  • W4 Adjustment
  • FREE with tax return
    or $49
  • Adjusts your paycheck tax withholding
  • Keeps more money in your paychecks, or sets a target refund at tax filing
  • Quarterly Estimate
  • FREE with tax return
    or $59
  • For self-employement or passive income that doesn’t withhold taxes
  • Avoids underpayment penalties
  • Sets a target refund or owed amount at tax filing
  • Consultations
  • $65 per hour
  • Minimize tax liability next year
  • Analysis of your whole financial situation for optimizations and benefits
  • Figure out IRS payment plans or penalty abatement