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.

IRS Enrolled Agent (EA) NAEA Member IRS e-file Provider 15+ Years Experience Bilingual Services Licensed & Bonded Professional Tax Preparer