Individual Consulting

Here are some of the questions I frequently get asked; click on the FAQ to see the answer

I work with solo business owners based  in the US

That’s great! That shows me you value professional services. Many of my friends and colleagues are tax pros and they’re great referral sources for me. We work together for the benefit of our mutual clients.

It’s important to understand the estimated tax payment system regardless of the amount of your business income because the payment requirements are based on the total tax liability on your Form 1040. I work with business owners at all stages of development.

That’s a great first step toward being able to afford your yearly tax bill, but you need to do more than set aside that amount. You need to know how much (if any) your required payments are, how much (if any) optional payments you’ll make, then you’ll need to actually make those payments on or before their due dates.

Not exactly. Required payments aren’t based on how much tax was due when you filed last year’s return, but on the total tax liability reported for the year. If you make payments which equal that amount, you won’t get charged any penalties, but there’s no guarantee you won’t still owe more when you file this year’s return.

Click here to get in touch with me.

If you’d like to join my 1-on-1 personalized mentorship program, please send me an email telling me about yourself & your business, what specific goal you’d like to accomplish, and why you’d like to work with me to help make it happen!

With the extensive changes to the tax laws which take effect January 1, 2018, I’m betting that “busy season” (January to April) will be crazier than ever, so don’t wait TOO long to get in touch with me. I’ll only be taking on a few new clients during that time.

I look forward to hearing from YOU