For families

Family Tax Planning & Preparation

Plan the tax bill before it is written

Your return prepared and filed, plus the year-round moves — contributions, credits, multi-state filing — that shrink next year’s number rather than explaining this one.

Book this conversation

$150 consultation1.5 hours

What this covers

  • Form 1040 plus Schedules A/B/D/E preparation
  • Tax-advantaged account and education credit planning
  • Multi-state filing and dependent care optimization
  • Year-round strategy to reduce next year's tax liability

How it works

    • Prior-year return and this year’s income documents
    • Retirement and education accounts, and what you contributed
    • Any state you lived or earned in during the year
    1

    Before we meet

    We collect last year’s return and this year’s documents, which is usually enough to spot what was missed.

    • The return walked through line by line, so you know why
    • Contributions and credits that are still available to you
    • Multi-state and dependant care, where they apply
    2

    In the meeting

    We go through the return itself and then past it, into the decisions that set next year’s number.

    • Form 1040 with the schedules your situation requires
    • A dated list of moves to make before year end
    • Withholding or estimate adjustments, if they are needed
    3

    What you leave with

    A filed return and a short written strategy for the year ahead, with deadlines attached.

Questions people ask first

How we are paid

$150 consultationTax preparation engagement: $750 all-in — consultation credited

Subject to IRS Circular 230 · Information protected per our WISP.

Start with the Family Tax Planning & Preparation

Year-round tax strategy and preparation for individuals and families

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