Tax Consulting (hourly)
Tax Consulting: Expert Answers for Specific Questions
Not every situation requires a full tax return. If you have a specific question or planning need, our hourly consulting service provides focused expert advice without the overhead.
Common consulting scenarios
- Pre-filing assessments (real estate sale, ownership changes)
- Entity selection analysis (SMLLC vs. S-Corp vs. C-Corp)
- Response strategy after receiving an IRS audit notice
- First-time self-employed truckers who don't know where to start
- Tax impact assessment after immigration / visa status changes
Common consulting topics
- Tax impact assessment for real estate sales or ownership changes
- Entity selection analysis (SMLLC vs. S-Corp vs. C-Corp) with numbers
- IRS audit notice review and response strategy
- Tax planning after immigration or visa status change
- First-time self-employment tax overview for truckers
Consulting is billed by the hour. Sessions typically end with a written summary and action checklist.
Frequently Asked Questions
What should I bring to a consulting session?+
Typically your last 1–2 years of tax returns, income records, and any IRS or state tax notices you've received. We'll let you know in advance what to prepare based on your specific question.
If I continue to file with you after consulting, is the consulting fee applied toward filing?+
Consulting is billed separately and not credited toward future filing fees. That said, resolving your question upfront usually makes the filing process smoother and faster for both of us.
I received a letter from the IRS — can you help me understand it?+
Absolutely. This is one of the most common consulting use cases. We'll decode the notice, assess the risk level, and map out a response strategy so you don't overreact to something minor — or underreact to something serious.