Tax Coaching

Not in the mood to email your tax questions? We've got you covered!

 

Our clients have the opportunity to purchase 15-min, 30-min and 60-min tax coaching sessions year-round. During this time we can discuss any tax-related questions you have.

Topics can include the tax implications of:

  • Having a baby

  • Getting married

  • Purchasing a rental property

  • Moving to a new state

  • Various retirement accounts

  • Health savings accounts

  • 529 Plans (educational savings accounts)

  • and more!