When purchasing your tax return preparation package, ask about adding on advisory services. Services include calculation of future year estimated tax payments, and access to consulting
appointments during the year to come all for one flat fee.
While we don’t tell you what to invest in, we do help you figure out when it’s best to pull out your investment income., navigate the requirements and tax consequences, and explain what investment accounts are available to you. Have a financial planner? We're happy to have joint meetings with them and you.