Optic’s team has decades of experience working with businesses around the world and helping founders understand structural decisions and tax concepts that affect long-term planning.
The internet can be a useful starting point, but general information rarely addresses the specific details of your situation.
Gain clarity on your tax-related questions with a business tax consultation. Our consulting sessions are designed to help you better understand available options and identify practical next steps while working with your tax professionals.
1:1 Telephone Consultation with an IRS Enrolled Agent
$299
- 30 Minutes of Research Time
- 30 Minute Direct Call with One of our IRS Enrolled Agents
- Personalized Plan with Next Steps Based on Your Call
Have questions?
Consultations focus on helping business owners better understand tax and structural considerations affecting their businesses.
Common topics include business structure decisions, cross-border considerations, tax elections, expansion planning, and coordination with bookkeeping or tax professionals.
Consultations are educational in nature and are designed to help you understand available options and relevant considerations.
Consultations are conducted by experienced tax professionals with backgrounds in U.S. business taxation and cross-border structures.
The specific consultant will depend on the subject matter and scheduling availability so that your session is matched to the appropriate experience.
After registering and completing payment, you will receive access to a short questionnaire and scheduling calendar to arrange your consultation at a convenient time.
Following the consultation, you will receive a written summary of the topics discussed and suggested areas for further consideration.
Optic Tax provides educational consulting services and does not provide tax return preparation or bookkeeping services.