Online appointments
2026 Tax Planning Consultation
This one-on-one consult is designed to help you understand and maximize your tax savings, especially if you earn overtime, tips or self-employment income, or have special deductions available under the new 2025 tax laws.
We’ll review your income sources, walk through what qualifies for deductions, and create a simple game plan to lower your tax bill and stay compliant. Whether you’re a W-2 employee, a contractor or a small business owner, this session is tailored to your situation.
Great for
- W-2 employees with overtime or tips
- Contractors and self-employed workers
- Small business owners
- Anyone with questions about the new 2025 deductions
What we’ll cover
- Your income sources
- What qualifies for deductions
- A simple game plan to lower your tax bill
- Staying compliant
Bring last year’s return and your most recent pay stubs if you have them. See what to bring
How to book
$195
- 1 hour
- During business hours, Mon–Fri
- English or Spanish
Answer a few quick questions online (about 2 minutes) and we’ll contact you to schedule, or call us and we’ll find a time that works for you.