Tax Consultation

$130.00

  • Individual or Business Tax Consultation

Individual Tax Consultation may include the following:

  • W4 witholdings

  • Changing filing status

  • Estimated Tax Calculations & Tax Projection

  • Retirement contributions/distributions, back door Roth, early distribution penalty avoidance

  • HSA contribution/distribution questions

  • Planning for educational credits, EV credits, solar credits or any other credits

  • Maximizing itemized deductions

  • 1095-A health insurance subsidy issues

  • Planning for the sale of the investments to minimize tax liability

  • Other issues and planning opportunities

Business Tax Consultation may include the following:

  • Questions on buying/selling rental properties

  • Deductibility of business expenses

  • Choosing an appropriate tax election for your business

  • Tax savings scenarios for switching your business from Schedule C to S-Corp

  • Employee benefit programs for small business owners

  • Other tax issues

Default appointment: Google Meets

In-office appointment is available by request 1100 Melody Ln, STE 216, Roseville, CA, 95678

After purchase, you can schedule your appointmens here: https://login.amtaxca.com/prepaid-tax-consultation