Tax planning
Mid-year tax checkup
The single most valuable thing we do all year, because adjusting in June beats reacting in April.
$200 · about 45 minutes · phone, video or in person
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.
What's included, and who it's for
What's included
- A paycheck withholding review: are you on track, or heading for a surprise?
- An 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
Booking and paying
Book a time that suits you, or call 239-488-4555. I'll send a secure pay link for the session, so you can pay online by card or bank transfer.
Questions? Let's talk it through.
The first conversation is free, with no pressure. Book a time that suits you, or just call.