For existing clients
Year-End Tax Check-In
Tell us what's changed since your last return. Receive a prioritized list of U.S. tax matters to address before year-end.
“Has anything changed that I should address before year-end?”
$199 USD
Send a free requestNo payment or documents needed now. Scope and fee confirmed before you decide.
What you receive
- Review of changes for one existing client household and one current tax year.
- A questionnaire covering income, residence, family, and foreign-account changes.
- A written list of actions to consider, records to gather, and items needing additional planning.
- One follow-up clarification within 14 days.
Scope to know before you start
The listed fee covers the work described above. These items require a separate engagement or another professional:
- Tax return preparation or a full review of the previous return.
- Exact tax projections, estimated-payment calculations, or multiple planning scenarios.
- Investment recommendations, foreign-country tax advice, and transaction-specific structuring.
Delivery and follow-up
Target: 5 business days after complete intake
Delivery targets begin after the engagement is accepted, payment clears, and all requested information is complete. I confirm the delivery date before work starts.
Each personalized service includes one clarification about the original scope, submitted within 14 days of delivery. Additional years, documents, calculations, or scenarios are scoped separately.