Life-Change Tax Strategy Session
60 minutes with Tiffani Lindstrom, CPA, CVA
You are going through a divorce, a bereavement, or a retirement, and you need to know what it does to your tax position before you sign something.
What you get
- Sixty minutes on your situation, not a general overview
- A read on the decisions in front of you and which ones are irreversible
- The specific questions to put to your attorney or financial adviser
- A written summary afterwards, so you are not relying on your notes
What this is not
This is not tax return preparation, IRS representation, or a formal opinion you can file with anything. It is not ongoing advice — it is one focused conversation, and anything that follows is separate work.
Most people arrive at this session holding a decision they did not expect to have to make, with a deadline attached to it. A decree to sign. An account to divide. A distribution to elect. A filing status that changed without anyone telling them.
The purpose of the hour is to work out what the tax consequences actually are before the decision becomes permanent, and to separate the things that can be revisited later from the things that cannot.
Register your interest
Want to work with Tiffani Lindstrom, CPA? Pricing and online booking open shortly. Until then, send her an email and she will reply with times and the fee.
Or write to tiffani@lindstrom.cpa directly.
Rescheduling and refunds
Reschedule at no charge with at least 48 hours' notice, using the link in your confirmation email. Inside 48 hours the session fee is not refundable, because the preparation has already happened. If Tiffani Lindstrom, CPA, CVA has to move your session, you choose a new time or take a full refund.
Policy pending final confirmation.