Personal tax advisory
We explain how a decision affects your taxes before you make it.
Price and booking
$50 an hour
After the first hour, each half hour is $25.
The hour does not include preparing your return. We do not give legal advice or speak with the IRS or the state for you.
Investment decisions belong with your investment adviser. We tell you what a decision costs in tax; we do not tell you what to buy, sell or hold. We are not an investment adviser, a broker-dealer or an insurance agency, and we take no commission or referral fee from anyone.
Questions we can help with
Work and pay
We work out how much tax to have withheld from your pay, and what a second job or a move to another state would change.
Working for yourself
We work out how much tax to set aside from each payment you receive, and what to pay each quarter. For year-round tax planning, see business tax advisory.
Retirement
We show what an IRA or 401(k) withdrawal adds to your tax, and how much of your Social Security is taxed.
Selling a home or a rental
We show what a sale would cost in tax, and whether part of the profit on the home you live in is tax‑free.
How the hour works
- 1
Tell us your question
We tell you which documents to bring.
- 2
Send us your documents
Bring them to our office or upload them to our secure client portal.
- 3
Meet with us
At our office in Locust or by phone, we show what each choice would cost in tax.
Book an hour
Call or send us your question, and we will set a time.