Last year’s monumental update to US tax laws has created a lot of uncertainty for taxpayers.  

Starting with a half hour discussion about your situation and goals, I will review your 2017 tax returns and run a projection of your 2018 tax liability to let you know what to expect, and where you can implement any planning opportunities before the end of the calendar year.  Then we’ll meet for about an hour to discuss my findings and recommendations.

Please note that this is a highly time-sensitive process, so the initial discussion should be scheduled for no later than Dec. 19, with the follow up discussion 48+ hours later, so that you will still have time to implement any of the recommendations.  The earlier, the better!

Fair Market Value: $450 ($150/hr for 3 hours)