Caitlin McGlothlin, EA, LTC - Enrolled Agent | Oregon Licensed Tax Consultant

SCHEDULE A CONSULTATION ———————

Let's Find a Solution Together.

Take the first step toward a brighter tomorrow.

A confidential consultation gives us time to discuss your situation, answer your questions, and create a clear plan forward.
Clarity today. A brighter tomorrow.

Book your consultation

Other Appointment Options

Tax Preparation Consultation

For individuals, self-employed, and small businesses.

Small-Business Tax Advisory

Entity structure, tax planning, and ongoing support.

Estimated Tax / Year-Round Planning

Get ahead of your tax obligations and avoid surprises.

Not sure which appointment to choose?

If you’re unsure, select the tax resolution consultation. We can discuss all of your needs and make sure you’re in the right place.

Before Your Appointment

Check Your Email

You'll receive a confirmation with the appointment details and a short client intake form.

Complete the Intake Form

This helps me understand your situation and make the most of our time.

Gather Relevant Documents

A list of helpful documents will be included in your confirmation email.

Come Ready With Questions

There's no such thing as a bad question.

Frequently Asked Questions

We’ll review your tax situation together, talk through your options, and outline a clear next-step plan tailored to you.

Yes. The 60-minute consultation is a flat $75 with no hidden fees.

Absolutely. You can meet by phone or secure video, whichever you prefer.

Just use the link in your confirmation email to reschedule at any time.

Select the tax resolution consultation and we’ll figure out the right path together.

If representation is the right fit, we’ll discuss engagement options during your appointment.

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