CPA Tax Planning Guidance Before You Make a Major Move

This coaching call is designed for individuals who have already presented enough facts for me to identify the likely personal tax issue, planning path, or answer they are looking for. Instead of requiring a full tax engagement from the start, this call gives you the opportunity to understand the answer, the reasoning behind it, the risks involved, and the next steps you would need if you choose to continue handling the matter yourself.

During the call, I will walk you through the relevant tax concepts, practical considerations, and decision points based on the information you provide. You may decide that the coaching call gives you enough clarity to move forward on your own. Or, if you want deeper involvement, written analysis, tax return preparation, IRS correspondence support, document review, projections, or implementation assistance, you can decide during or after the call whether to engage me further.

The goal is simple: help you understand the issue clearly before you spend more money. If I am offering you this coaching call, it means I have already identified a tax issue worth discussing and believe this may be the most practical first step.

$100 Planning Credit Available

Apply $100 of your coaching call fee toward a full tax planning engagement if started within 60 days of the call.

Who This Is For

This service is for individuals considering a transaction, event, or financial decision such as:

Selling property
Selling investments
Exercising stock options
Receiving equity compensation
Starting self-employment
Moving states
Moving abroad
Receiving foreign income
Taking retirement distributions
Making a large gift
Receiving an inheritance
Buying or selling a business interest
Planning around capital gains
Considering estimated tax payments
Trying to understand how a major decision may affect Form 1040

What You Get

During the call, you work directly with Edward Parsons, CPA to discuss your taxpayer profile and intended transaction.

The call may cover:

Your filing status and household profile
Income sources
Investment activity
Business or self-employment activity
Real estate activity
State tax considerations
Foreign income or foreign asset issues
Retirement account considerations
Capital gain considerations
Estimated tax issues
Credits, deductions, and phaseouts
Potential forms or schedules that may apply
Tax concepts to evaluate before moving forward

What You Walk Away With

You leave the call with practical bullet points identifying the tax concepts and planning areas to evaluate based on your intended transaction.

Examples may include:

Whether capital gains may apply
Whether estimated tax payments should be considered
Whether depreciation recapture may be relevant
Whether state tax exposure should be reviewed
Whether foreign reporting may be triggered
Whether a transaction may affect credits, deductions, or phaseouts
Whether a deeper tax projection or written analysis is needed
Whether the timing of the transaction may matter

What This Does Not Include

This coaching call does not include:

Full tax analysis
Document research
Written tax opinion
Formal tax projection
Return preparation
Review of complete records
Entity structuring memo
Legal advice
Investment advice
Representation before the IRS or state agencies

If your situation requires detailed calculations, document review, entity analysis, projections, or written recommendations, that work can be quoted separately.

Why Work Directly With a CPA

Tax planning is not just about knowing a rule. It is about knowing which questions to ask before the transaction happens.

Working directly with a CPA helps you identify the tax areas that may matter before you commit to a decision, sign documents, sell an asset, move money, change residency, or trigger a tax event.

This call is designed to help you understand what needs attention — and whether deeper planning work is worth doing before you act.

Important Note

Guidance is based on the information you provide during the call and is intended to identify general tax planning areas to consider. No tax outcome is guaranteed. Final tax treatment depends on your facts, documentation, timing, applicable federal and state law, and any additional analysis performed.