How We Work
Headquartered in Bristol, Vermont and working with clients globally on a virtual basis, our firm specializes in helping individuals meet their US tax obligations from wherever they are.
Moreover, we work with clients who are looking for year round services, not just at tax time - clients for whom year end tax planning is fundamental, and those who have variable income during the year and need ongoing tax projections to support their quarterly estimated tax payments.
In order to provide a high level of year-round service, we are limiting our practice to 40 client engagements for the 2019 tax year.
Year End Tax Planning
The 2017 monumental update to US tax laws has created a lot of uncertainty for taxpayers. Some of the most common questions I’ve encountered include:
Withholding from my paycheck has gone down – will I owe money at the end of the year?
Does my business qualify for the Qualified Business Income (QBI) deduction? If so, what does that mean for my quarterly estimates? If not, is there anything I can change to take advantage of it? Am I paying myself “reasonable compensation”?
Will I still be itemizing my deductions this year? If not, how can I get a tax benefit for my charitable contributions?
In addition, there are some perennial questions that are best addressed before the close of the tax year:
How much should I contribute to my 401(k) / SIMPLE / SEP / IRA? Should I contribute to a traditional or Roth vehicle?
What’s a college savings plan, and would it be beneficial for me to contribute to one?
What is tax loss harvesting, and should I apply it to my taxable investment portfolio?
I worked outside the US this year. Does that mean I don’t have to pay any US taxes?
If any of these questions are keeping you up at night, I can help. Starting with a half hour discussion about your situation and goals, I will review last year's tax returns and run a projection of this year's 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.
$450 flat fee