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Choose the service that fits where you are right now and book your free 30-minute consultation.

New Client Tax Consultation

Free | 30 Minutes

Not sure if SMMS is the right fit for your tax situation? This introductory consultation is designed for new clients who want to discuss their tax situation, understand their options, and determine next steps. We will review your income sources, discuss services and pricing, and outline a clear path forward.

This session is for you if:

  • You are looking for a new tax preparer

  • You have W-2, 1099, or business income to report

  • You want to understand your options before committing

Tax Return Review

Free | 30 Minutes

Already filed your 2025 return but something doesn't feel right? This session is for individuals who want a second set of professional eyes on their return. We will review for accuracy, missed deductions, and opportunities to improve your outcome next year.

This session is for you if:

  • You filed your return and owed more than expected

  • Your refund was lower than anticipated

  • You want to verify your return was filed correctly

  • You received an IRS or state notice after filing

Tax Strategy Consultation

Free | 30 Minutes

Tax planning is a year-round conversation — not a once-a-year transaction. This session is for small business owners and self-employed professionals who want to reduce their tax liability, understand their business structure, and make smarter financial decisions before next filing season.

This session is for you if:

  • You are self-employed, a freelancer, or a business owner

  • You want to understand what you can legally deduct

  • You are considering a change to your business structure

  • You owed taxes last year and want to plan better going forward

  • You want to get ahead of next tax season instead of reacting to it

Tax Advisory Consultation

Free | 30 Minutes

Have a specific tax question outside of filing season? This session is for existing and prospective SMMS clients who need clear, actionable guidance on a specific situation — whether it's a life event, a business decision, an IRS notice, or year-end planning.

This session is for you if:

  • You have a specific tax question you need answered

  • You received an IRS or state notice and need guidance

  • You are planning a major life or financial event with tax implications

  • You are an existing SMMS client with an ongoing question

Not sure which session is right for you?

Start with the New Client Tax Consultation and we will point you in the right direction.

Clarity. Confidence. Peace.
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