Individual Tax Planning

This 30-minute video consultation is designed to provide you with expert guidance on completing Form W-4 and ensuring the appropriate amount of tax is withheld from your paycheck.

During the session, we’ll review your current income and tax situation, create customized withholding scenarios, and walk you through the IRS Withholding Tool to help optimize your tax planning for the year.

What’s Included

  • Income Review

    A detailed analysis of your income to accurately complete Form W-4 and ensure the correct withholding amount from your paycheck.

  • Customized Scenarios

    Tax Instructor Shawn will create two personalized withholding scenarios using the IRS Withholding Calculator, tailored to your specific financial situation.

  • Expert Guidance

    A step-by-step walkthrough of the IRS.gov/Withholding Tool to ensure you get the most accurate results and make informed decisions.

  • Detailed Summary Report

    Receive a comprehensive summary of the consultation within 24 hours, including key insights and actionable recommendations for optimizing your withholding.

Profile picture

W4 Consultation 2025

1:1 Session — 30 minutes

$65