Services
Focused, Flat-Fee Advisory
Every engagement is a one-on-one working session with a CPA — designed to give you clear answers, practical recommendations, and confidence in your next steps.
Tax Planning Session
Starting at $299
A personalized review of your tax situation designed to help you understand opportunities, risks, and potential strategies.
Ideal for
- W-2 professionals
- Tech employees with stock compensation
- Business owners
- Real estate investors
- Individuals experiencing major life changes
IRS Notice Review
Starting at $250
Received a notice from the IRS? I'll review the notice, explain what it means, identify any deadlines, and help you determine the appropriate next steps.
What you'll get
- A plain-English explanation of the notice
- Any deadlines you need to know about
- What the IRS is asking for, and why
- Appropriate next steps for your situation
Tax Return Second Opinion Review
Starting at $300
Wondering whether your return was prepared correctly? I'll review a prior tax return and walk you through what I find.
What I'll identify
- Potential issues
- Missed opportunities
- Planning considerations
- Questions to discuss with your preparer
Not sure which service fits?
Reach out with a short description of your situation and I'll point you in the right direction — no obligation.