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Preparer Consult (Not a Consult to Prepare Your Tax Return)

Preparer ConsultPreparer Consult

What it is 

  • It is a consult to answer tax questions about Canadian/cross border issues, starting an LLC, retirement funds (ROTH/Traditional IRAs), estates, wills, trusts and to make sure you are doing things correct tax wise!

What it’s not

  • It’s not a consult to prepare your tax return.

How to schedule a preparer consult

  • Pay fee below ($75 for 30 minutes)
  • Call our office at 402-379-7818 to schedule your consult (we are in Eastern Time Zone)

If you have brief questions that can be answered via email, please email but if it requires a phone call, a consult will have to be scheduled due to how busy our preparers are during tax season. Remember, this preparer consult is not to file your tax return!

Note: If no payment has been made prior to the preparer consult, your appointment will be canceled. If you must cancel your preparer consult appointment, due to high demand, please do so with at least a 48-hour notice. If not canceled 48 hours prior to appointment, the fee is nonrefundable.

Contact Us

We prefer emails for quick questions. Please email us and if we’re able to answer your questions we will! If not, we’ll let you know if you need to schedule a tax home or a preparer consult.We are unable to answer questions related to the use of tax software programs.

If you haven’t heard from us within 72 hours, please email us at, or call us at 402-379-7818.

Tax Home Questions

If you are calling to talk about establishing or maintaining a tax home, you may schedule a tax home consult here. Remember that tax home issues can create a major tax liability if not handled correctly.

Hours of Operation

Monday to Friday – 8:30 a.m. to 4:30 p.m. Eastern Time
(Please note: On Fridays our phones may switch over to voicemail at noon, in order for us to prepare for the upcoming week.

Please note: Your inquiry is private. We do NOT share your information, directly solicit, and we only message through social media if initiated by you.

Phone: 402.379.7818         Canada: 902.482.8128

Send Us Documents

The most secure way to send us your documents is to utilize this link that will allow you to select your saved files and upload them via our encrypted site.

Documents are processed within 24 hours EXCEPT ANY DOCUMENTS SENT AFTER 2:00 PM EST ON FRIDAYS OR ON THE WEEKEND. Weekend docs will be processed Monday or Tuesday at the latest.

Mail: 46 St. Mark Rd., Taylors, SC 29687
Fax: 877.872.8829

Pay Your Invoice Online

You will be directed to a separate PayPal portal page to complete the transaction. A PayPal account is not required.

Need to Make a Payment to the IRS?

Taxpayers can make electronic debit or credit card payments through our official IRS payment website, Drake e-Payment center, at Convenience fees for credit cards (1.96%) or debit cards ($2.55) will be applied at the time of payment. Use this link to make your payment.

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