Half the year is behind you, which means there’s still time to change the outcome. A mid-year checkup is a focused, paid session where we look at where you actually stand — not where you guessed you’d be — and fix problems while they’re still fixable. Most people leave knowing exactly what to do before December 31.
$200 · about 45 minutes · phone, video, or in person
What’s included
- A paycheck withholding review — are you on track, or heading for a surprise?
- Estimated-tax check for the self-employed and business owners
- Analysis of any big changes since January (job, marriage, home, new business, a child)
- A projection of roughly where your return will land for the year
- A short, written list of action items to take before year-end
- Answers to whatever’s been nagging you about taxes this year
Who it’s for
- Anyone who owed a lot or got a large refund last year
- Self-employed, 1099, or small-business owners
- Anyone with a major life change this year
- People who’d simply rather not be surprised next April