A job change in March, a home sale in July, a large bonus in November — the decisions you make during the year matter far more than what happens in April. This service is built around staying ahead of those moments, not reacting to them after the fact.
Tax planning is priced based on your situation and what you actually need. Reach out and we'll have a real conversation about whether it's the right fit.
No pressure. Pricing discussed upfront, always.Federally licensed IRS Enrolled Agent
Preparation included — this isn't just advice
Direct access — not a ticketing system
Planning clients get thorough preparation plus the ongoing guidance that makes filing almost anticlimactic — because there are no surprises by the time April comes around.
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W-2, 1099, and investment income
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Itemized vs. standard deduction analysis
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Capital gains, home sales, and property transactions
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Retirement distributions — RMDs, Roth, 401k
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Health savings accounts (HSA / FSA)
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Multi-state returns when needed
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Withholding review and W-4 adjustments
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Impact of a job change or significant raise
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Buying or selling a home
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Starting to invest or changing brokerages
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Estimated payment guidance
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Adjusting for a major unexpected event
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Roth conversion analysis
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Retirement distribution strategy
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Capital gain and loss harvesting
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Charitable giving strategies
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Year-end bonus and income timing
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College savings (529) considerations
Tax planning isn't for everyone — and that's fine. Here's an honest look at who gets the most out of this service.
Have a situation that changes meaningfully year to year
Want to understand your taxes, not just file them
Make financial decisions that have tax consequences
Have ever been surprised by a large tax bill in April
Want a professional you can actually reach mid-year
Are approaching retirement or a significant financial event
Have a simple, stable return that doesn't change much
Just need your return prepared accurately — nothing more
Prefer to handle tax questions on your own
Don't want ongoing contact or check-ins
If that's you, our standard preparation service is probably the better match. See personal tax preparation →
"I have been using Tax Associates for years and Jonathan has always been very thorough and meticulous while doing my taxes. He's quick at responding to my questions and concerns; especially when filing for more than one state."
— Tiffany, Client
"Jonathan was a consummate professional, always answering any questions and going into depth on areas of concerns. I cannot recommend his services enough!"
— Fritz, Client
"He goes above and beyond answers, questions and emails almost immediately... Jonathan is amazing and I feel fortunate to have a honest, reliable tax consultant."
— Patricia, Client
Send us a message and we'll get back to you quickly. We'll talk through your situation and be honest about whether planning makes sense for you.