Welcome to Teach Me Personal Finance! If you’re seeking expert assistance with IRS tax forms or need in-depth tax research, you’ve come to the right place. Whether you’re an individual needing help with tax filings or a financial professional looking for specialized tax research, I’m here to provide the support and expertise you need.

Here’s how we can work together:

Ask me anything appointment

Schedule a half-hour appointment with me to go over any tax questions you may have. I will answer anything that I can during this phone consultation.

If I need to do more research after the call, then I will provide an estimate of the following:

  • Scope of work
  • Approximate number of hours to be worked
  • Not to exceed amount (if you wish to have one)

We will also schedule a follow up call (included in the estimate), where we will go over the finished work and any follow up questions.

IRS Tax Form Assistance

Clarification of Tax Form Instructions

Understanding IRS form instructions can be challenging. I provide clear explanations and guidance to help you interpret and follow the instructions correctly, minimizing errors and avoiding common pitfalls.

What You’ll Receive:

  • Detailed explanations of form instructions
  • Answers to your questions about form requirements
  • Tips for avoiding common mistakes

Start with a free consultation to discuss your needs and how my services can assist you. You can schedule through Calendly here. Let’s work together to make tax filing and research easier, more accurate, and efficient.

Tax Research for Tax Practitioners and Financial Professionals

There are 3 categories of tax research services I offer:

  • In-depth tax research
  • Specialized tax research reports
  • Tax form review and error checking

In-Depth Tax Research

For tax experts and financial professionals needing detailed tax research, I offer expert analysis on complex tax issues, recent tax law changes, and other areas critical to providing your clients with accurate and informed advice.

What You’ll Get:

  • Comprehensive research on complex tax matters
  • Analysis of recent tax law changes and their implications
  • Insights into tax regulations affecting financial strategies

Specialized Tax Research Reports

Receive tailored research reports on specific tax issues or scenarios relevant to your clients. Whether you need in-depth analysis for investment strategies, tax planning, or other areas, I can provide detailed and actionable insights.

Examples of Specialized Research:

  • Impact of new tax laws on investment strategies
  • Analysis of tax implications for complex financial transactions
  • Research on tax treatment for unique financial situations

Form Review and Error Checking

For professionals handling multiple tax filings, I offer a thorough review service to ensure accuracy and compliance. This includes checking for errors and omissions in completed forms, helping to avoid potential issues with the IRS.

What You’ll Get:

  • Comprehensive review of completed tax forms
  • Identification of errors or discrepancies
  • Recommendations for corrections and improvements

How I charge fees

My fee structure is very straightforward.

  • Hourly rate: $200 per hour
    • 1 hour minimum unless you schedule an Ask Me Anything call
    • Subsequent work billed in 30 min. increments

Get Started with Expert Tax Assistance

Ready to tackle your IRS tax forms or enhance your tax research capabilities?

Start with a free consultation to discuss your needs and how my services can assist you. You can schedule through Calendly here. Let’s work together to make tax filing and research easier, more accurate, and efficient.