This session addresses the areas where confusion is most common: the places people keep filing year after year without ever getting real answers.
W-2, 1099, business income: we discuss how your income is currently being reported and whether your structure is working in your favor or against you.
Operating as a sole proprietor, LLC, or S-Corp? We talk through whether your current setup makes sense for the kind of work or business activity you have.
There are more misconceptions about deductions than almost any other area. We separate fact from myth and give you a clearer picture of what actually applies to you.
We discuss the common situations where people unknowingly overpay or misreport, and what warning signs suggest that a deeper review may be worth exploring.
Side income, freelance work, gig earnings: we cover how self-employment income is treated and whether your current approach is creating any unintended exposure.
Most people have never had a forward-looking tax conversation. We explain what proactive planning actually involves and whether it would apply to your situation.
You don't need to be in crisis or facing an audit. This session is helpful for anyone who feels even slightly uncertain about where they stand.
You earn income from multiple sources and wonder if it's all being handled correctly
You recently started a business, side hustle, or freelance activity
You feel unsure whether your taxes are set up in a way that actually makes sense
You have questions about how taxes apply to your specific work or income type
You've never had a proactive, forward-looking conversation about tax planning
You want clarity before committing to any paid professional service
The Tax Clinic is educational and directional by design. This is how we're able to offer it at no charge to the community.
If it becomes clear during your clinic that a deeper review would help, the next step is a Tax Diagnostic & Audit Review, a structured process where prior returns and financial structure are formally evaluated.
Learn about the Tax Blueprint Analysis →Everything runs through TaxDome, our secure client portal. It keeps your documents protected and your session on track.
Click the button below to access your secure client portal through TaxDome. You'll create a free account, verify your identity, and get access to your personal dashboard where everything happens: documents, scheduling, and communication with your advisor.
Once inside your portal, upload your most recent filed tax return. One year is the minimum required to qualify for the clinic. It allows your advisor to review your actual situation before the session, so your 45 minutes are spent on real answers rather than background questions.
After your document is uploaded, you'll unlock the scheduling link directly inside your TaxDome portal. Choose a date and time that works for you. Sessions are held via Zoom and typically available within 3–5 business days of your document being received.
Even a single 45-minute conversation can help you move forward with more confidence. Spots are limited, so if booking is open, claim yours now.