Generally, tax planning is billed at the rate of $300 per hour. If a tax projection is required, the fee is usually similar to that of a tax return. See Fee Policy. To get started, send me an email with your specific issue. If you would like a tax projection, please fill out a questionnaire using estimated amounts for the current year.
Planning Regarding a Specific Event
This an area that is often neglected until it is too late. Whenever you need to make a big financial decision such as taking money from your retirement plan, selling assets at a large gain, or setting up a new business, it is a good idea to contact me first. Some answers may only require a quick email, others a consulting session and more complicated questions could necessitate a tax projection (essentially a tax return using estimated numbers).
Year End Tax Planning
Generally, either a consulting session and/or a tax projection would be needed for this task. There are many things that can be done before the year end to change (sometimes dramatically) your tax liability for the current year.