DIY Tax Strategy Session

For artists and small business owners who plan to file their own return but want clarity before they hit submit.

If you are mostly organized and comfortable using tax software, but you would sleep better knowing a CPA looked over your plan, this is for you.

What This Is

A focused advisory session to review your situation and answer questions before you file.

What We Cover

• Review of your bookkeeping summary or P&L

• Discussion of common deductions for creatives

• Home office, mileage, supplies, equipment, inventory

• 1099 income and contractor questions

• High-level review of your draft return (via screen share)

• Identification of obvious errors or red flags

• Specific questions you bring to the session

What This Is Not

• I do not prepare or file the return

• I do not audit every line item

• I do not assume responsibility for final filing

• This is advisory only

You remain responsible for entering, finalizing, and submitting your return.

Who This Is For

• You are organized but want professional reassurance

• You are filing through software and want a second set of eyes

• You want to understand the “why” behind what you are doing

• You prefer to stay hands-on but not alone

Typical time commitment

60 minutes minimum. Additional time available as needed.

Billing structure

Appointments are scheduled in 60-minute minimum blocks and require payment in advance to reserve your place on my calendar. The initial one-hour payment is applied to your session and is non-refundable, as it secures dedicated time on my schedule. You are encouraged to use the full 60 minutes for questions and review so you receive the greatest value from the session.

All services are billed at $160 per hour. After the first hour, time is billed in 10-minute increments.

At the 60-minute mark, we will pause and assess where we are. You may conclude the session if you have the clarity you need, or continue at the same hourly rate, billed in 10-minute increments.