(for non clients)

Are you struggling to find clear answers to your tax questions online? Are you looking for a second opinion on tax advice you've received? Our Tax Question Service allows non-clients to receive answers anytime during the year, obligation-free.


Topics can include the tax impact of business structures (LLC, S Corp, C Corp, etc), business deductions, quarterly estimated taxes, recordkeeping, and general tax planning.

You are welcome to either pay for each individual question or sign up for our unlimited monthly subscription.

Prefer to discuss your question live via phone call or zoom? 

Click here to book a tax advising meeting instead!



1. Purchase your tax question

2. You will be re-directed to a page to submit your question

  • You will also receive a confirmation email with a link to the form in case you need to submit your question at a later time.

  • If extensive research is required, or multiple questions are asked, an additional charge may apply. You will be notified of any additional charges before proceeding.

3. We will email you an answer within 10 business days

  • Follow-up questions are clarifications of the original question and do not include additional facts or require further research/documentation.

  • Follow-up questions will be billed if asked 30 days or more from the original question completion date.

Free for current  tax clients

$25 per question

Statement of Liability:  

  • As a non-client, we do not have access to your tax, business and/or financial documents.

  • We will provide advice based solely on the information provided by you, and are not liable for any decisions made based on the content shared.

  • We encourage you to meet with your tax professional to review our suggestions and confirm that it fits within the scope of your unique tax/financial situation.

  • By purchasing this service, you confirm that you have read and agree with this statement.

Prefer to ask your question live via phone call or zoom? Click here to book a tax advising meeting instead!



1. Purchase your monthly subscription (first month)

2. We will invite you to our secure online portal 

  • Once you're inside our portal, you will be asked to fill out a questionnaire with your monthly billing preferences.

  • Once that's completed, you'll be all set!

3. Send us as many tax questions as you like! 

  • Your subscription includes unlimited tax questions sent inside our portal and the ability to purchase discounted live meetings.

*This subscription does not include free live meetings via zoom. If at any time you prefer a live meeting, you will be given a link to purchase one at a discounted rate.

*We do not pro-rate the monthly payment based on the date you initiate services. If you sign up in the middle of the month, $25 will be charged for the month you signed up. The following month(s) will be charged on the 1st.

*This subscription may be canceled at any time.


$25 per month

Free for current tax clients