Service
Tax Consulting and Planning
A session for a specific decision, before you make it. Most tax outcomes are fixed by the time the return is prepared.
Who this is for
- Owners weighing a structural change
- Anyone about to sell property, shares, or a business
- People moving between countries in either direction
- Anyone who wants a second opinion on advice they have been given
What this actually involves
Preparation records history; planning changes it
By the time a return is prepared, the year is over and the facts are fixed. Nearly every meaningful tax decision — when to sell, which entity, whether to elect, when to move — has to be made before the event.
A consultation is for the decision, not the paperwork.
Where a session is usually worth it
Selling a property, particularly one held abroad. Deciding whether to make an S corporation election. Equity compensation events and how to sequence them. Moving to or from the U.S. Taking on work in another state. Bringing in a partner. Winding a business down.
These share a pattern: a single decision, a meaningful amount at stake, and a window that closes.
What you get, and what you do not
You get an analysis of your situation, the options with their consequences quantified where they can be, and a recommendation with the reasoning shown.
You do not get a guaranteed outcome, and you should be wary of anyone offering one. Tax positions depend on facts, and facts can be examined.
Selling a rental property, and asking before rather than after
An owner of two Hernando County rentals plans to sell one next year, and asks about the tax treatment before listing it.
Because she asked first, the timing of the sale, the depreciation recapture already accrued, whether an exchange into another property is worth considering, and how the gain interacts with her other income are all still decisions rather than facts.
What gets filed: A written analysis of the consequences of selling in each of two tax years, the recapture quantified, and a recommendation — delivered while it can still change what she does.
Illustration only — not a real client. Figures are chosen to show how the rule applies.
What’s included
- A scheduled session on your specific question
- Written analysis afterwards, not just a conversation
- Options quantified where they can be
- A clear recommendation with the reasoning shown
- Referral where the question belongs with an attorney or an adviser in another country
How it runs
Scope the question
What you are deciding and by when.
Background reviewed
Prior returns and relevant documents, before the session.
The session
Video call working through the options.
Written follow-up
Analysis and recommendation in writing, so you can act on it.
What it costs
Fees depend on what your situation actually requires — the number of accounts, the number of years, and whether prior filings need correcting. A return with one W-2 is not the same job as six years of catch-up reporting, and quoting both the same way would be dishonest.
You get a fixed quote in writing before any work starts. No hourly billing, and no invoice that arrives larger than the number you agreed to.
Common questions
Do I need to be an existing client?
No. Consultations are available on their own, and a number of people use one for a second opinion on advice they have already received.
Can you advise on the legal side as well?
No. We advise on tax. Where a question needs an operating agreement drafted, a contract reviewed, or an estate plan prepared, that belongs with an attorney — and we would rather make the referral than answer outside what we are licensed for.
What if the answer is that there is nothing to do?
Then that is the answer, and it is worth knowing. A session that confirms a plan is sound is not a wasted one — the alternative is proceeding on an assumption.
Related services
Talk to us about your situation
A short conversation is usually enough to tell you what your situation actually requires — and what it does not.