Tax Planning Consultation

$150.00

Starting at $150/quarter

  • Withholding and estimated tax review

  • Self-employment tax planning

  • Planning for next filing season

  • Practical action steps when appropriate

  • No long-term commitment required — schedule a single planning session or choose ongoing quarterly support if needed.

  • Year-Round Tax Support

  • Client appreciation perks for active plan members

Starting at $150/quarter

  • Withholding and estimated tax review

  • Self-employment tax planning

  • Planning for next filing season

  • Practical action steps when appropriate

  • No long-term commitment required — schedule a single planning session or choose ongoing quarterly support if needed.

  • Year-Round Tax Support

  • Client appreciation perks for active plan members