Exclusively for Our Members—Bookmark This Page to Schedule Consultations as Needed
TAX PREP & FILING REVIEWS
Initial Tax Organizer Review
Time: 15-20 minutes
Description: A 15–20-minute call or video meeting to review your completed organizer, uploaded tax documents, and any major changes since last year. We’ll confirm that everything needed to prepare your return is in place and outline next steps to keep your filing on schedule.
Fee: $0
On-Demand Tax Filing Support
Time: 15-20 minutes
Description: Need help or have questions during the tax prep process? This quick 15-20-minute call is for current clients who need clarification or support related to their tax filing. This isn’t a deep review—just a quick check-in to keep things moving smoothly.
Fee: $0
Final Review
Time: 15-20 minutes
Description: A 15-20-minute call/video to do a final review before submitting your tax return. Please send any questions you may have ahead of this call so we can be efficient with our time. Upon approval of your return, you will be sent an invoice to pay before your return is filed.
Fee: $0
Link will be emailed and available in TaxDome Chat
GENERAL SUPPORT & ADVISORY SERVICES
Member Support -
General Questions
Time: 15-20 minutes
Description: A quick 15-20 minute support meeting for administrative, account, or technical questions related to your tax subscription, portal access, document uploads, scheduling, or billing.
Fee: $0
Quick Chats -
Basic Advisory
Time: 15-20 minutes
Description: A quick 15-20 minute call or video meeting designed to answer basic, advice related questions that you have. For longer reviews and advisory services, you may need to schedule a longer, more in-depth session.
Fee: $75 ($0 for SIMPOLFIED Priority Access Members)
Click here to schedule
Tax Advisory -
30-60-Minute Paid Consults
Time: 30-60 minutes
Description: A 30-60-minute telephone or virtual strategy session to provide information, advice, and recommendations with respect to any tax or other tax-related matters.
Fee: $300/hr
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TAXSCULPT™ ADVANCED TAX PLANNING
Tax Planning Discovery Call
Time: 30 minutes
Description: This complimentary 30-minute call is your first step toward smarter, more strategic tax planning. We’ll discuss your current tax situation, identify areas for potential savings, and determine whether our TAXSCULPT™ Advanced Tax Planning program is a good fit for your needs.
Fee: $0
TAX RETURN REVIEWS
Tax Review Call
Time: 25-30 minutes
Description: A 25-minute telephone or virtual strategy session to provide information, advice, and recommendations with respect to any tax or other tax-related matters.
Fee: $150
Click here to schedule