Tax Planning & Consultations

TAX PLANNING & CONSULTATIONS

Answers for your specific situation — and planning that’s built into the year, not squeezed into April.

Good tax planning happens before the year ends, while there’s still time to act. At Victoria Bogdanovich CPA, we offer two ways to get advice about your own situation: a one-time paid Initial Consultation, or ongoing planning as part of year-round support for our tax clients.

Initial Consultation — answers for a specific question

Have a tax or business question about your own situation, such as starting a business, choosing an entity, selling property, moving to or from the U.S., or responding to an IRS letter? The Initial Consultation is a paid, one-on-one meeting with Victoria Bogdanovich, CPA, to review your facts and answer your questions.

• 40 minutes, by Zoom or at our Austin office
• $295, paid when you book
• If you hire us for the work that follows, the full $295 is credited on your first invoice

Book an Initial Consultation

Year-round support — planning for our tax clients

For clients whose returns we prepare, year-round support adds tax planning to the relationship. Instead of finding out what happened in April, you’ll know where you stand before the year ends. Depending on your needs, year-round support can include:

• A mid-year or year-end projection of your tax for the current year
• Quarterly estimated tax calculations
• Planning before major decisions — buying or selling property, starting or closing a business, exercising stock options, or moving
• For business owners: how to pay yourself, retirement plan choices, and whether your entity is still the right fit
• Questions during the year, without separate billing for each one

Year-round support is quoted after your free Tax Discovery meeting and is added to your engagement package. Planning-only engagements, without tax preparation, are quoted separately and usually involve several hours of analysis.

Topics we help with most often

• Whether to elect S corporation status, and what salary to pay yourself — see S Corporation Owners
• Choosing the right entity for a new business — see Entity Structure & Tax Elections
• Selling a rental property or a business
• Moving to or from the United States, and reporting foreign assets — see Foreign Assets Reporting
• Retirement contributions for self-employed owners — see Self-Employed & Single-Member LLCs
• Responding to an IRS or state notice

Frequently asked questions

Is the free Tax Discovery meeting the same as a consultation?
No. The Tax Discovery meeting is for getting to know each other and preparing a quote for tax preparation. It doesn’t include advice about your specific situation — for that, book an Initial Consultation.

Can I just ask a quick question by email?
For clients with year-round support, yes. Clients with tax preparation only are billed at $295 per hour (1-hour minimum) for questions outside tax season. Everyone else, please book an Initial Consultation.

What should I bring to the consultation?
Your last two years of tax returns and any documents related to your question — for example, a closing statement, an IRS letter, or your business’s financial statements. Upload them when you book so we can review them in advance.

Will I get a written plan?
The Initial Consultation is a conversation. If you need a written analysis or projection, we’ll quote it as a separate engagement.

Looking for tax preparation? Take the 1-minute fit check or see our pricing and how it works.