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-guided consultation. Start at your pace. No purchase required.
THE FOUNDATION BEHIND THE CONVERSATION
THE TAX CUTTERY® Guide to Federal Income Taxation, Professional Edition
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, Professional Edition 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.
Register your copy and verify ownership for the published reader benefit: one written tax-topic question answered from the firm’s desk. Individual services are agreed separately.
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
The Tax Question.
Your Full Attention.
A return shows a result. Your next decision needs context. Use your hour with Paul to work through the tax results already in your file, the choices in front of you and the questions behind them.
Your appointment purchases only one 60-minute conversation to review the information already collected, the results, and your questions about them.
UNDERSTAND
Understand The Results.
Discuss what the collected information and completed work mean for your situation. Ask about the figures, assumptions and remaining questions.
COMPARE
Compare The Choices.
Talk through the tax considerations behind the decision: timing income, a business change, a sale or a retirement distribution. Identify what still needs separate research.
MOVE FORWARD
Decide What Comes Next.
Clarify what you want to address, which records matter and whether the next step is another conversation or separately scoped written work.
Begin with your initial consultation. When you are ready to book, review the available dates, appointment cost, and terms before confirming. Tax return preparation, additional research, written deliverables, and representation require a separate engagement and fee.
Already completed your tax consultation? Use the email and private booking code from that completed consultation. The calendar confirms your service and shows the price for the time you choose.
YOUR TAX ADVISOR
Paul D. 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, Professional Edition. 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. Your hour focuses on the information already collected, the results, and your questions about them.
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 My Initial 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?
Your appointment purchases only one 60-minute conversation with Paul for tax advisory and tax planning. Review the appointment cost and terms in the booking flow before confirming. Tax return preparation, additional research, written deliverables and representation require a separate engagement and fee.
Can I Request Written Advice Without Booking An Hour?
Yes. Start with the initial tax consultation and describe the question or deliverable. Verified Guide ownership is required for tax advisory written answers. Research and written work are scoped and priced separately before you commit.
START WITH WHAT MATTERS TO YOU
Bring The Decision
You Keep Putting Off.
Free to begin. Your answers give the conversation a starting point.