Figure Out Your Next Move
You don't know where to go from here or who to trust. Your CPA just does tax returns. Your advisor has an agenda. Your attorney's recommendations always seem too complicated. Nobody gives you a straight answer about your own situation.
Book time with me and let's work through it.
Ask Me Anything
1 hour Zoom with Sharon
$1,500
You have specific questions and want a straight answer or you don't know where to start.
Examples of what we can cover
- Review a private deal
- Questions about a specific strategy
- Sounding board for ideas you are considering
- One thing you can't get a straight answer on
Deep Dive Session
2 hour Zoom with Sharon
$2,500
You're stuck on where to go from here and need to start making long-term decisions.
Examples of what we can cover
- Tax strategies to reduce income tax
- How to structure your assets
- Estate and legacy planning direction and options
- Buying, starting, or exiting a business
Onsite Strategy Session
Full day onsite with Sharon
$10,000
For business owners or anyone with significant assets who wants to go deeper.
Examples of what we can cover
- Rationalize how you own your assets
- Build a plan to implement tax strategies
- Second opinion on recommendations from your CPA/attorney
- Map out everything and sequence the steps
Testimonials
What people are saying about Sharon
I came to Sharon after having hired two other people to help me with tax planning. Sharon quickly identified two areas where if I had submitted the tax return info it would with a high level of certainty have triggered an audit. It's truly been a no-brainer from day one.
Andrew Lolk
Owner, SavvyRevenue
What I like best about Sharon is that I know she always acts in my best interest. Her ideas are unbiased, and I know she isn't just making recommendations that are really a sales pitch for us to buy something else from her.
Rebecca Correll
CEO, The Language and Behavior Center
How It Works
Book and pay directly through the scheduling link.
You'll get an email asking for background on your situation. Send whatever is useful, a written summary, a video or audio message walking me through things, or a summary from your attorney or CPA on a proposed structure or strategy.
If I have it at least 24 hours before our call, I'll review it beforehand so we can make the most of our time.
Then we talk.
Questions about which option is right for you? Email sharon@sharonwinsmith.com
Sharon Winsmith is a licensed attorney but is not your attorney. No attorney-client relationship is created by booking or participating in a call. Nothing discussed constitutes legal, tax, or investment advice, and no specific investment recommendations are made. These calls are for educational and informational purposes only.