Who this service is for
For individuals, self-employed people, and small-business owners who want to discuss upcoming tax questions before they are due to file.
Questions this can help you review
- A change in household, employment, or business income
- Questions about withholding or estimated payments
- New business costs, records, or plans that may affect filing
Records you may want to gather
The documents that apply depend on your situation; this list is only a starting point.
- A recent tax return, if available
- A simple summary of relevant income and major changes
- Records of withholding or estimated payments, if applicable
- Specific questions you want to review
Please do not send Social Security numbers, tax returns, bank account information, or sensitive financial details through the general website form.
How it works
Book a consultation, describe the change or question you are considering, and review relevant information together. Planning can help identify issues to discuss; it does not promise a particular tax reduction or result.
Frequently asked questions
How is planning different from tax preparation?
Preparation reports the tax items for a completed year. Planning is a forward-looking discussion about circumstances and potential next steps.
Can tax planning guarantee a lower tax bill?
No. Outcomes depend on your situation and applicable rules. Planning is a discussion, not a promise of a tax reduction or financial result.
When should I ask a planning question?
Reach out when a meaningful work, family, or business change prompts a tax question. Some choices are time-sensitive, so earlier discussion can be useful.
Helpful reading
IRS guidance: Estimated taxesEducational information only. Tax rules vary by year and individual circumstances; use current official guidance.