Tax Consulations

personalized session with a tax professional—such as a CPA, enrolled agent (EA), or tax advisor—to help individuals or businesses manage their tax planning, preparation, and compliance. The goal is to maximize deductions, reduce tax liabilities, avoid penalties, and ensure accurate filing.

Key Tax Consultation Services

For Individuals

  • Review of income, expenses, and deductions

  • Filing of federal, state, and local tax returns

  • Tax savings strategies (e.g., retirement contributions, itemized deductions)

  • Help with IRS letters or audits

  • Advice on capital gains, real estate sales, or crypto taxes

Benefits of a Tax Consultation

  • Avoid costly mistakes

  • Minimize tax owed through legal deductions and credits

  • Plan ahead for major life or business changes (e.g., buying a home, starting a business)

  • Stay compliant with ever-changing tax laws

  • Peace of mind during tax season or audits

Cost of Tax Consultation

Type Typical Range
Basic Individual Tax Consult $50–$200/hour
Business Tax Consult $150–$500/hour
Audit Defense Varies (flat fee or hourly)
Free Options Some CPAs offer a free first consult

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