PLAN YOUR INCOME
See Beyond This Year’s Return.
Bring questions about retirement distributions, estimated payments, withholding, or changing income. Consider timing before a decision becomes a tax result.
TAX ADVISORY
A CLEARER PICTURE. A MORE DELIBERATE NEXT STEP.
Plan Earlier.
Keep More.
A business decision. A property sale. A change in income. Get the tax implications into the conversation while you still have choices.
Work through the tax choices behind your next move with Paul Diaz, EA, MBA—the author behind the Guide.
Free video consultation. Start at your pace. No purchase required.
THE FOUNDATION BEHIND THE CONVERSATION
THE TAX CUTTERY® Guide to Federal Income Taxation
Save Smarter. Prepare Accurately. Defend Better.
Get The Guide — $299MEET THE PERSON BEHIND THE PRACTICE
Meet Paul. The Person Behind The Advice.
Paul introduces his background and the practice behind the Guide.
An introduction to Paul and his work.
THE WORK BEHIND THE CONVERSATION
Bring The Decision.
Let’s Work Through It.
BUILD YOUR BUSINESS
Make The Business Move With Context.
Talk through tax questions around compensation, business assets, and ownership decisions. Identify the facts and records that matter to your next step.
PREPARE FOR CHANGE
Ask Before You Sign.
A property sale, a move, or a major transaction can reshape your tax picture. Explore the questions worth resolving while there is still time to plan.
OWN THE FOUNDATION. KEEP THE REFERENCE.
Before You File.
Before You Decide.
When You Need To Respond.
THE TAX CUTTERY® Guide to Federal Income Taxation follows the entire tax journey: planning, preparation, and defense.
Use it to ask better questions, understand the choices in front of you, and return to the material after a conversation with Paul.
Your copy stays with you whether you prepare yourself or choose further help. Verified Guide ownership is required for tax advisory conversations and written answers. Use the shared foundation to understand the advice and get more from your time with Paul.
YOUR TIME WITH PAUL
One Focused Hour.
Room To Move Forward.
Give your question the attention it deserves. Bring the decision, the concern, or the plan you want to test. Your hour is time with Paul, focused on the choices in front of you.
FOCUS
One Next Step.
Bring a defined concern and focus the conversation on the choices in front of you.
FOLLOW THROUGH
Room To Follow Through.
Return to the plan, discuss what changed, and work through the next decision.
CONTINUITY
Keep The Conversation Going.
Make space for continued conversations as your goals and circumstances develop.
Begin with your initial consultation. When you are ready to book, review the available dates, appointment cost, and terms before confirming. Tax returns and other deliverables are scoped and priced separately.
YOUR TAX ADVISOR
Paul Diaz, EA, MBA
IRS Enrolled Agent, Admitted to Practice Before the Internal Revenue Service, MBA in Accounting
Paul brings tax practice, an MBA in Accounting, and the Guide’s planning, preparation, and defense framework to your conversation.
Author of THE TAX CUTTERY® Guide to Federal Income Taxation. The person behind the book is the person you meet with.
Tax advisory focuses on your tax questions and planning decisions. Tax return preparation, written advice, and representation are separately scoped engagements.
YOUR NEXT STEPS
Start With Your Situation.
Then Choose Your Time.
01 / INITIAL VIDEO CONSULTATION
Tell Paul What Matters.
The initial tax consultation is your doorway into the practice. Share your tax questions and the decision you want help with.
02 / THE GUIDE
Bring A Shared Foundation.
Verified Guide ownership is required for tax advisory conversations and written answers. Use the shared foundation to understand the advice and get more from your time with Paul. Get the Guide or register your existing copy.
03 / YOUR APPOINTMENT
Choose Your Hour With Paul.
Continue from your consultation into booking when access is available. Review your selected appointment’s cost and terms before confirming. Use the preparation requests for your session to focus the conversation.
Before You Begin.
Is The Initial Consultation A Live Call?
No. It is a free video-guided consultation you complete at your pace. A booked hour is your live conversation with Paul.
Do I Need The Guide Before The Free Consultation?
No. Guests can complete the initial consultation without purchasing. Verified Guide ownership is required for tax advisory conversations and written answers. Use the shared foundation to understand the advice and get more from your time with Paul.
What Happens After The Product Consultation?
Your private consultation path provides the next steps for your situation. The shared calendar is where you choose and purchase time with Paul after that introduction; it is the same availability across both services.
What Am I Purchasing?
Time with Paul for tax advisory and tax planning. Review the appointment cost, payment, and cancellation terms in the booking flow before confirmation. Tax return preparation is covered by its own engagement.
START WITH WHAT MATTERS TO YOU
Bring The Decision
You Keep Putting Off.
Free to begin. Your answers give the conversation a starting point.