A Colleague to Call.
Consulting for other tax preparers, EAs, and CPAs — a second set of eyes when you hit something tricky and there’s no one down the hall to ask.
Reach outEvery preparer knows the moment. It’s late, the return’s in front of you, and you hit a call you’re not quite sure about — a treatment, a basis question, a position that feels off but you can’t say why. And there’s no one to talk it through with.
I’ve been there. So I’ll be the person you can call. Not to judge the work — to think it through with you, the way a good colleague would.
What you can call about
If it’s giving you a bad feeling, it’s worth a call.
A tricky judgment call
Expense or capitalize? Amortize or deduct? Let’s talk it through.
A second opinion
A position you want a fresh set of eyes on before you file.
Reading the code
“Am I interpreting this section the way it’s meant?”
A return giving you pause
Something’s nagging at you. Better to say it out loud.
Who this is for
Reaching out is always welcome.
A quick gut-check between colleagues is exactly what this is for — call anytime. When something turns into real work, a deeper review or an ongoing arrangement, it’s billed simply and fairly, and we’ll agree on it up front. No meter running on a five-minute question.