Whether you have questions about your tax home, need a tax preparer's advice, or seek to educate the recruiters in your staffing agency, we have a consult for you! Our Tax Home Consult for those based in the US is the most popular, but if you’re in the military, Canadian, or representing a staffing agency, please check out ALL the options below and choose the right one for you.

We are located in South Carolina and all times on our scheduling forms are in Eastern (EST/EDT) by default. If you are in another time zone, make sure to use the "TIME ZONE" link above the listed times to adjust it to yours.

Consults

Tax Home Consults

  • TAX HOME CONSULT - US

    Intended for travelers who have received tax-free stipends or have questions about how to maintain their tax homes. *Highly recommended for new travelers!

    The Tax Home Consult is NOT meant to discuss tax preparation or planning. Payment is non-refundable and cannot be applied toward other services. If you need a detailed discussion about your tax situation, schedule a Preparer Consult below.

    SCHEDULE NOW!
  • A man in camouflage military uniform lifts a young boy with Down syndrome in the air, both smiling, inside a home. A girl in a pink shirt is blurred in the background.

    TAX HOME CONSULT - MILITARY

    We love our members of the armed services, and we realize they have specific questions about their tax home when they’re not away and serving us. It’s our pleasure to help!

    SCHEDULE NOW!
  • Canadian flag with red and white colors and a red maple leaf in the center, flying against a cloudy sky.

    TAX HOME CONSULT - CANADA

    This consult is very similar to the US Tax Home Consult, but specifically geared toward Canadian clients who are working and filing in the US and are receiving tax free stipends for housing and food. For a more in-depth consult, see the Canadian Cross-Border option below.

    SCHEDULE NOW!

Other Consults

  • A young woman with glasses and a white t-shirt looking at her smartphone while sitting at a desk with art supplies and a laptop.

    PREPARER/ADVISOR CONSULT

    This consult is to answer specific tax questions for clients whose taxes may be a little more complex than most.

    Topics can include but aren’t limited to tax disputes/audits, starting an LLC, tax planning after a major life change, etc.

    NOT AN APPOINTMENT TO FILE YOUR TAXES.

    NOT FOR STAFFING AGENCIES OR TAX HOME RELATED QUESTIONS. PLEASE SEE THE STAFFING AGENCY CONSULT OR TAX HOME CONSULT IF THAT’S WHAT YOU NEED.

    SCHEDULE NOW!
  • Street signs with the Canadian and American flags, set against a dark, cloudy sky.

    INTERNATIONAL & CANADIAN CROSS-BORDER CONSULT

    This consult is an in-depth discussion on how to navigate filing in both the US and Canada and transitioning from one to the other, as well as how to navigate an international move.

    While this consult is not for the primary purpose of discussing your tax home, it will include a discussion of your tax home situation if you are a traveler.

    If you are Canadian and would like a consult solely to go over your tax home situation, choose the Tax Home Consult - Canada option.

    SCHEDULE NOW!
  • A close-up of a gold decorative balance scale on a desk next to a laptop.

    TAX & LEGAL PROFESSIONAL CONSULT

    This consult is to advise tax and legal professionals who have questions about a client’s multistate or international tax situation.

    SCHEDULE NOW!
  • A diverse group of five professionals in a modern conference room, engaged in a discussion. One person is standing and smiling, holding a paper, while others are seated with laptops and notes, some smiling and listening attentively.

    STAFFING AGENCY CONSULT

    During this consult, our president and founder Joseph Smith will answer any questions your agency may have. He will also help you determine what further work we can do together if needed, from policy formation to staff training and everything in between!

    Already had a Staffing Agency Consult? Book a policy review or staff training session for a more in-depth and personalized experience.

    SCHEDULE NOW! - 30 MINUTES
  • People in a business meeting in a modern office, some are working on laptops while others are talking and sharing documents.

    STAFFING AGENCY CONSULT

    During this consult, our president and founder Joseph Smith will answer any questions your agency may have. He will also help you determine what further work we can do together if needed, from policy formation to staff training and everything in between!

    Already had a Staffing Agency Consult? Book a policy review or staff training session for a more in-depth and personalized experience.

    SCHEDULE NOW! - 1 HOUR