Yes. Additionally, I intentionally keep my calendar open April 1-14 and October 3-14 for last minute calls. (Two exceptions: Good Friday-Easter and my husband’s birthday is October 2, so I do have plans then. 😊)

• Tax consulting or tax research for specific projects on an hourly basis.

• New business tax structure consulting

• Speaking on tax, financial planning, investing, financial literacy, and leadership topics

• Financial planners

• CPAs and other tax preparers

• Educators

• Community groups

• (Future) Business owners

• People with complex tax questions

Tax consulting and tax research fees are flat using an hourly calculation, determined by scope and complexity of consulting project desired. An estimate will be given before the project starts.

Process after engagement letter signed

• Provide documents and information

• At least 1 meeting to discuss situation, needs, and wishes

• Time for me to provide services

• Meeting, if desired

• Written or verbal product, as determined by previous meeting(s) and engagement letter

It is your choice if you want to include your client in the conversations. The requirements are to “simply” bring the necessary documents and information so a properly informed opinion can be rendered. If the client needs or wants to be involved and you wish to have client protection (i.e. a “no poaching my client” clause) in our contract, feel assured that a 6 month clause already exists in the engagement letter/contract.

• Tax consulting and research engagements typically range from two weeks to four weeks depending on complexity.

• New business tax strategy sessions typically occur in one to two weeks.

• Speaking requires at least two weeks notice. Longer notice often equates to better availability.

Yes, depending on the service’s scope.

Leadership, Client Relationships, and Practice Management

• Conquering Difficult Conversations While Building Up Relationships *

Tax Planning

• Roth Conversion Opportunities

• Traditional IRA vs. Roth IRA

• Diving Deeper into Tax Planning: Determining if Roth Contributions and Conversions Are Best: Now, Later, or Never

Financial Planning & Financial Literacy

• Investing and Diversification Basics

• Paying Off a Mortgage Before Retirement

• Student Loans: Basics, Repayment Plans, Forgiveness Options, and PSLF

• Paying for College: 529s and Student Loans

*Previously approved for CFP® Board continuous education (CE) credit