The work happens before year-end.
Almost everything that determines an income tax outcome is decided during the year. By income tax filing season, the year is closed and the return simply reports what already happened.
So the practice is organized around the calendar instead of the deadline. Filing is one month of the year. The other eleven are where the outcome is actually decided.
Starting out
Before anything else, I review your recent income tax returns. Not to second-guess whoever prepared them, but because a single return never reveals the patterns that show up across years: missed elections, positions worth revisiting, deductions left on the table.
From there, a current-year projection and your first written strategy. You'll have a clearer picture of your income tax situation than you've had in years.
Four seasons, not one
SpringReset
We meet to review what happened, what it means, and what the year ahead should look like. Your written strategy is updated while last year is still fresh.
SummerSteady
Quarterly estimates go out with an explanation, not just a number. A mid-year check on whether anything has drifted from the plan.
FallDecide
The year-end planning call, timed while decisions can still change the outcome. Retirement contributions, conversion windows, timing of income and expenses, entity-level moves. This is the most valuable conversation of the year.
WinterFile
Documents come in, income tax returns get prepared, questions get answered. Nothing here should be a surprise, because the decisions were made in the fall.
The same CPA, every year.
You work with me. No account manager routing your question to someone else. No rotating preparer relearning your situation every January.
The practice is virtual by design. Documents move through a secure portal, meetings happen by video, and nothing depends on being in the same city.
The practice is capped at 100 clients.
That constraint is the point. At least two meetings a year, a strategy that gets revisited, and a reply to every message within one business day are only possible at a size where the number of clients is intentional.
Who this isn't for
Being direct about this saves you time.
- If you want the cheapest possible income tax return,
- this isn't the right fit.
- If you want someone to file what you send and nothing more,
- you're paying for planning you won't use.
- If you're looking for aggressive positions,
- I won't be the right fit. Everything here is defensible, documented, and the kind of thing we'd be comfortable explaining to the IRS.