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What is a Tax Consultant Service?

tax consultant

Tax consultant services, what are they?  Throughout the year many people have tax questions.  Especially individuals who are self employed can have tax questions at any time throughout the year.  How many deductions should I take?  What expenses can I write off for my home office?  How do the stimulus payments from the government affect my taxes?  Is my health insurance tax deductible?  These are all great tax questions.  Tax questions that a professional consultant can answer.

Tax consultants are more than just people who know a thing or two about taxes.  They are professionals who make their living helping guide their fellow humans through the tax mazes that the federal and state governments put up.  Confusing as they are, the rules do ultimately apply and they have to be followed.  With a consultant in your corner, you can make sure that you are following those rules and taking advantage of any legal way to improve your tax situation at the same time.

When Should You Get a Tax Consultant?

The question of when to get a tax consultant is a pretty easy one to answer.  You should get a consultant when you have tax questions that are going to have an effect on your life and the life of those whom you love.  A tax consultant doesn’t work only during tax season.  These professionals are busy all year helping people to make wise tax decisions.  The worst time to get a professional on your side is when your taxes are already due.  At that point, it may be t0o late to really make a good plan for your situation. 

In 2021, Texas residents received an extension on the time line for filing their taxes.  This brought up many questions that sent residents looking for a tax consultant to help them.  Thankfully with the extra time, many people were able to get the help that they needed in the 2021 tax season.

Where Does a Consultation Take Place?

Tax consultations can take place almost anywhere.  Many tax professionals have offices where they work five or six days per week.  Other consultants work from home.  Most tax consultants can even provide their services by means of a teleconference.  For example, during the pandemic, it was completely normal, and still is, to meet with a tax consultant on Zoom or another means of video conference.  Your consultant will be able to advise you on where best to meet.

The great thing about video conferencing is that you can meet with your consultant from anywhere.  So if you are self employed for example, and you’d rather just stay home and not go anywhere, it’s not a problem.  Anybody can get a tax consultation online.  PG Tax Services works in this way.  Click the “book a consultation” button below to request a consultation at a time convenient for you.

How Does a Consultation Work?

Once you make an appointment with your tax professional, be sure to gather all of the materials that your consultant is going to need to be able to best help you with your questions.  These may include but are not limited to; your previous tax returns, W-2’s, 1099’s, etc.  Your consultant will also need information about your family life.  For example, how many kids are living at home and what are their ages?  Are you caring for anyone else in your household?  Have you bought or sold property lately?  Do you have investment accounts?  All of these are important to your tax consultant and should be included in the visit.

So, that is how it works.  Make the appointment, gather the materials, show up to the meeting whether it be online or in-person.  By going well prepared, you will leave with better information from your tax advisor and will feel as though you have really accomplished something in your appointment.

Request a Tax Consultation

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