Tax Planning & Consulting
Professional tax consulting and year-round planning services by IRS Enrolled Agent
Expert Tax Consulting Services
Our tax consulting services provide strategic guidance to help you make informed financial decisions throughout the year. Unlike many tax preparers who only work during tax season, we provide year-round support and proactive tax planning to minimize your tax liability and maximize your financial success.
Starting at $50 per consultation - Professional guidance from an IRS Enrolled Agent with over 15 years of experience serving the San Diego community.
Consulting Services
Tax Planning & Strategy
Proactive tax planning to minimize your tax burden and optimize your financial position throughout the year.
- Year-round tax strategies
- Estimated payment planning
- Retirement planning optimization
- Investment tax strategies
Business Consulting
Strategic business consulting for entity selection, structure optimization, and tax efficiency planning.
- Entity structure planning (LLC, S-Corp, C-Corp)
- Business formation guidance
- Payroll tax optimization
- Quarterly tax planning
IRS Problem Resolution
Professional assistance with IRS notices, audits, and complex tax situations requiring expert guidance.
- IRS notice response and resolution
- Audit assistance and representation
- Payment plan negotiations
- Offer in Compromise guidance
General Tax Consultations
One-on-one consultations to discuss your specific tax situation and receive expert guidance tailored to your needs.
- Personalized tax advice
- Document review and analysis
- Tax situation assessment
- Action plan development
Immigration Tax Consulting
Specialized consulting for immigrants navigating US tax obligations and requirements.
- ITIN application guidance
- Resident vs. non-resident status
- Foreign income reporting
- Tax treaty benefits
Year-Round Support
Unlike seasonal tax preparers, we provide ongoing support and guidance throughout the year.
- Post-filing support and questions
- IRS notice assistance
- Life event tax planning
- Mobile and online consultations
Ready for Expert Tax Guidance?
Get personalized tax consulting from an IRS Enrolled Agent. We provide the strategic guidance you need to minimize taxes and maximize your financial success.