- Individual or Business Tax Consultation
- 60 minutes
- $255 appointment fee is required before the appointment.
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
Cancellation policy:
If you need to cancel or reschedule, please do so at least 2 hours in advance.
If you need an alternative time, that isn't listed, please email to: anastasia@amtaxca.com