Email and Telephone Questions Policy
Due to recent changes in IRS regulations regarding written tax
advice, it is no longer practical for tax advisers to issue low
cost written tax advice. The IRS now requires all written tax advice
to fall into two categories: covered opinions and non-covered opinions.
Covered opinions involve a significant amount of documentation,
and would cost at least several hundred dollars. Non-covered opinions
must include a statement that: "This tax advice cannot be used
to avoid IRS penalties." That means you cannot rely upon the
advice in a non-covered opinion. As you can see the IRS has really
changed the way tax advisers correspond with their clients.
As a result of those changes, I have decided that I will no longer
respond to tax questions via e-mail. I don't think it would be fair
to charge the several hundered dollars required by a covered opinion,
and I don't think clients would be satisfied with not being able
to rely upon the advice in a non-covered opinion.
I do however, still offer telephone conferences. If you would like
to schedule a telephone appointment, email me the questions you
want to discuss during our telepone conference. I will make sure
your questions are the type that I can answer, then I will email
you back to confirm the time of our appointment. My rate for telephone
consulting is $2 per minute with a 15 minute minimum.
In your email, please include your name, your telephone number,
what time zone you are in, when you want to schedule the appointment,
and your questions.
Here is my email address: email@example.com.