40 minutes - $195

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A focused, one-on-one consultation designed to provide clarity and guidance on your tax questions, including but not limited to:

 

• Estimated quarterly taxes

    (payments, budgeting & deadlines)

• Independent Retirement Accounts

    (Roth, Traditional, SEP & Simple)

• Retirement Rollover Options

    (401(k), IRA, and employer plan transitions)​

• Healthcare assessment

    (coverage options and tax impact)​

• Reportable and deductible expenses

     (business and individual)​

• Small business budget creation

• Homeownership and real estate investments

• Short & long-term investment consideration

• Business formation and incorporation

    (entity options, costs, process, and tax advantages)

• Tax residency and liability assessments for Americans living abroad

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