Financial planning calls and tax return reviews, by phone from Ashland, Virginia
A small practice with flat prices. We call you at a time you pick, your documents go through a secure client portal, and nothing sensitive travels by email.
Planning call
An hour on the phone about cash flow, debt, savings and the tax moves you can still make for 2026, then a written plan in your client portal within three business days. Paid when you book.
Return review
One past return, read line by line for what was missed, what it is worth, and whether you can still claim it. Any year back to 2019.
Tax preparation
From January 2027 we prepare returns for tax year 2026, once our IRS registration is complete. Each return is quoted before we start.