Consulting


Do you have questions about a personal or business event, opportunity, or problem?
See some common ones below.
It’s wise to discuss your questions with me before you get ready to file your taxes. We can clarify the situation and the implications before you make decisions. I help you identify the important questions and the kinds of decisions you need to make.  
See the Consulting Process infographic at the bottom of this page.

 

Personal

  • Are you thinking about buying or selling property?
  • Are about to receive an inheritance, settlement or financial windfall?
  • Are you renting part of your house? Do you have or are you considering having a short-term rental?
  • Are you considering making a large donation to charity?
  • Are your family finances stressed out due to a job layoff, disability, or death in the family?
  • Are you thinking about filing for divorce or have recently done so?
  • Are you considering debt settlement or bankruptcy?
  • Have you lost property to foreclosure?
  • Are you planning to retire in the near future?

Business

  • Are you starting a new business?
  • Do you fully understand self-employment taxes?
  • Did you earn more money this year than you did last year?
  • Do you freelance for Uber or Lyft?
  • Are you about to receive a financial windfall into your business? For example, a payout from a buy-sell agreement.
  • Are you considering expanding, selling or restructuring your business?
  • Are you considering making a large business donation to charity?

Tax/ IRS events or Questions

  • Do you keep getting letters from the IRS?
  • Do you cringe in fear of the IRS?
  • Do you wonder if something might have missed on your previous tax filing?
  • Do you have no idea where to start gathering information to have your taxes prepared for filing?
  • Do you have one or more years where you have not filed your taxes?

Consulting may be a stand-alone process

We can discuss any situation, such as the ones listed above, and see how different decisions will play out tax-wise.

For example, you may want to have a discussion about the best way to set up and run your new business or to change the entity structure for your current business.

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

After your Consulting session, you may move forward into a full Tax Planing Process or go straight into Tax Preparation. 

Fees

I offer both in-person or phone meetings for our Consultation. 

Tax planning and consulting are billed hourly at $165 per hour with a 1 hour minimum, bor both in-person or phone meetings. Our fee is based on the number of hours we engage in direct consultation with you as well as research on your behalf. A Consultation Engagement Agreement must be signed and payment must be made before the appointment. It is refundable if you cancel within 24 hours before the appointment.

If you just have a few questions, please feel free to ask, and I will let you know if there is a simple answer I can give you at no charge, or if we should schedule a consultation.

   Please call 971 300-0600 or email marisa@thetaxstrategistnw.com or call to schedule a consultation appointment or to ask questions about this service.