Interested in Direct Feedback or Personalized Assistance From Justin?
After several years of inquiries from folks in the Personal Tax Planning Template program, I have decided to set up some tax consulting service offerings.
Option 1: Express Template Review - $497
Description
For the Option 1 service, I will review the tax plan that you have created inside of the Personal Tax Planning Template and will provide you with feedback, questions, suggestions, review points or other analysis as appropriate.
Who is Option 1 Appropriate For?
Folks appropriate for Option 1 have prepared their PTPT to the point where they believe they have a solid, working tax plan based on their facts and circumstances and would like feedback, evaluation or simply a "second set of eyes" to look over their plan and provide some commentary or analysis.
Folks appropriate for Option 1 are those who feel generally comfortable with the structure and inner workings of the PTPT. These folks desire consulting at the "strategy" level of tax planning rather than the "mechanics" level of how the PTPT operates.
Folks appropriate for Option 1 will generally have 0 to 3 specific, strategy-level questions for which they would like to receive discussion and analysis from Justin in conjunction with their PTPT review.
What Kind Of Feedback Should I Expect from Justin's Review?
The feedback will be a video review of me going through your PTPT and will generally include some combination of the following:
A summary of what I was able to observe or identify within your tax plan. This could include analysis related to Roth IRA conversions, capital gain & loss harvesting, IRMAA considerations, the tax effects of other income & expense items relevant to your situation, or some combination of it all. This may also include analysis of any ordering, timing or risk issues that I was able to identify in your plan.
Analysis of items within your tax plan that I believe are strong and appropriate.
Discussion of items within your tax plan which I believe are weak, missing or could otherwise warrant further consideration.
Questions from me to you regarding any relevant topic identified in your plan.
Responses from me to any questions that you submitted in conjunction with sending your PTPT for review.
What Is The Complete Process For Option 1?
After purchasing an Option 1 review, we will go through the following steps:
You will send me, via email, your prepared copy of your PTPT that you want to have reviewed. If you have specific questions that you want addressed as part of this process, you can email those to me in conjunction with sending your PTPT. Option 1 is limited to a maximum of 3 questions to be addressed in conjunction with a PTPT review.
I will perform my review, record my walkthrough & explanation video and address any questions you may have submitted. The questions that you submit in conjunction with the PTPT review will be addressed within the review video.
I will provide you with a link to watch the review video.
After you have had an opportunity to watch the review video, you can submit to me any follow up questions that you have via email. Follow up questions should generally remain on-topic regarding items already under discussion. Follow up questions should not delve into completely new issues or topics not originally addressed in your original question submission or raised within my video review.
I will respond to your follow up questions via email.
Option 2: Extended Template Review - $1,497
Description
For the Option 2 service, I will provide you with personalized assistance, direction, instruction and/or guidance, tailored to your needs, to the extent necessary to get a solid, working tax plan prepared within your PTPT. I will review your PTPT at various steps along the way to make sure that you are on track and understand what was previously discussed, prior to moving forward. Once your tax plan is ready, I will do a final, video-based review and will provide you with the link.
Who is Option 2 Appropriate For?
Folks appropriate for Option 2 are those who may have struggled to set up a solid, working tax plan within their PTPT for a variety of possible reasons, including (but not limited to): (1) other commitments that have prevented them from having appropriate time to focus on tax planning, (2) struggling to understand certain elements or concepts of the PTPT functionality, (3) the desire to have assistance or guidance provided directly to them instead of having to "go it alone," or (4) any other reason that has prevented them from moving forward with completing their tax plan.
Folks appropriate for Option 2 are those who may want a little (1) "hand-holding" or (2) a personalized "roadmap" or "milestone approach" laid out for them, or (3) a little extra assistance, guidance or direction or (4) some additional education or training to help them get their tax plan up to speed.
Folks appropriate for Option 2 may have 4+ questions (or may not know how many questions they have, or even what questions to start asking). These folks are likely to have questions at both the "mechanics" and "strategy" level of tax planning.
What Is The Complete Process For Option 2?
After purchasing an Option 2 extended review, we will go through the following steps:
We will start by engaging in several rounds of email communication. I will send you some questions (1) to "feel out" where you stand with the PTPT, (2) to determine what kind of items you want or need assistance with and (3) to identify the critical areas where we will need to apply our combined focus. You will communicate back and forth with me until we have an operational blueprint to move forward.
We will work together following an approach of various milestones in order to get your tax plan finalized within the PTPT. This may include periodic reviews of your PTPT at various stages as you make milestone updates. This may also include multiple, explanatory emails or videos for you to follow to make updates to your PTPT. This may also include some type of questionnaire or data-gathering worksheet that you will need to fill out and return to me. The exact process will be worked out on a case-by-case basis depending on your needs and desired approach.
Once you have followed all the milestones and your tax plan is developed within the PTPT to a point where we agree you have a solid, working tax plan based on your facts and circumstances, I will record my final review video going over (1) the main components of the plan, including (2) any timing, ordering or risk issues included in the plan, as well as (3) summarizing what we have discussed, worked through, identified, learned, concluded or whatever is otherwise appropriate based on our time working together.
After you have had an opportunity to watch my final review video, you can submit to me any follow up questions that you have via email.
I will respond to those follow up questions via email.
Get your tax plan reviewed and finalized so you can get back to enjoying the most important things life has to offer!
Interested in Purchasing a Consulting Plan?
Express Review
$497
(June - October Pricing Only)
For folks who have completed their tax plan inside the PTPT and want an overall assessment from a second set of eyes.
Review of your tax plan inside of the PTPT, performed by Justin*
Video feedback of Justin going through your plan, discussing relevant components and providing guidance
One round of post review Q&A
Extended Review
$1,497
(June - October Pricing Only)
For folks who have an incomplete tax plan, need extra assistance, aren't sure how to move forward, or are otherwise stuck.
Comprehensive, multiple-round email correspondence with Justin that covers whatever is relevant to getting your tax plan prepared within the PTPT*
Step-by-step instructions with milestone PTPT reviews throughout the process
Final video-based review
One round of post review Q&A
*Work that is outside of the scope of Justin's review for both options generally includes - (1) complicated Schedule C business calculations or Schedule E rental property calculations that feed into the PTPT, (2) Schedule F farm & agriculture calculations (3) AMT calculations, (4) FTC or FEIE calculations, (5) state tax calculations and (6) any unusually complicated schedules that you may have created or added to the PTPT (i.e. schedules that don't come with the PTPT download). Some of these items may be accepted for review on a case-by-case basis with additional fees. Some items may be accepted without additional fees, if not overly complicated. If you believe any of this applies to you, reach out to me at justin@numbercrunchnerds.com before purchasing.
FAQs
Validating your input data means checking it against tax returns, bank records, brokerage statements & other financial documents.
No. These consulting services do not constitute an audit.
I will rely on all input (or source) data that you have (Option 1) entered into the PTPT which you have submitted for review, or (Option 2) otherwise provided to me throughout the process. I will approach the services under the assumption that the input data you have provided is accurate, complete and appropriately represents your financial situation, to the extent such situation can be modeled within the PTPT.
With that said, if any input data comes to my attention that appears, in my judgement, to be unusual, unreasonable or blatantly incorrect, I will bring such items to your attention.
In the Number Crunch Nerds product line up, Estimated Taxes are determined outside of the PTPT, in either the Safe Harbor Method or Annualized Income Installment Method calculators.
No. Estimated taxes will not be part of the Consulting Option 1 or Option 2. However, with each option you will see an "add-on" section on the purchase page, that you can select for $129, if you would like Justin to review your Safe Harbor Estimates calculation.
Yes. (Option 1) There is no personally identifying information inside of the PTPT, other than your Family Name, which you can remove prior to sending me your PTPT for review. (Option 2) No personally identifying information will be requested or collected as part of the data gathering process.
The one piece of information which will be needed, but isn't identifying in isolation, is your birth year and/or age. This is obviously relevant for various age-specific thresholds in the tax law. However, as stated, a birth year or age in isolation doesn't identify you specifically in any way.
Please do not send any additional documents to me as part of this process. (a) This will not be necessary as all information needed to perform the consulting services will be included in (Option 1) the PTPT you submit for review or (Option 2) the data gathering process. (b) Note that I have no secure upload or secure data storage associated with these services and all communication will occur through email, which is inherently NOT secure. Therefore do not include any sensitive, personal data (such as SSN, financial account numbers or address) in any communications with me as part of this process.
General: Please always be vigilant online. While I don't anticipate any phishing, smishing, vishing or other various scams to appear to come from Justin, Number Crunch Nerds, systeme(dot)io (i.e. my course host), privateemail(dot)com (i.e. my email host), these things can and do unfortunately happen in our world from time to time.
Justin and Number Crunch Nerds WILL NEVER ASK YOU TO DISCLOSE ANY PERSONALLY IDENTIFYING INFORMATION such as Social Security Number, Account Numbers, Phone Numbers, Addresses or something similar. Any communication of any kind that appears to come from me (or represents that it comes from me) or from any brand that I'm associated with, and requests such information: THAT IS A SCAM. Never disclose such information, even if asked.
Yes.
(1) I ask that you have been a member of the Personal Tax Planning Template program for a minimum of 3 months prior to purchasing Consulting Services. This is simply to help ensure that you have had sufficient time to become familiar with me, my programs, my style and desire to work with me on a more personalized level.
(2) By purchasing Consulting Services, you will be legally bound to the Terms & Conditions which can be found here.
Here is a conceptual framework if you are unsure:
If after reading the descriptions of Options 1 & 2 above, you are not immediately certain that you are appropriate for Option 1, then it is highly likely you are appropriate for Option 2.
If you feel the need to reach out to me in advance to "discuss your situation to see if you are appropriate for Option 1 or 2," then it is highly likely you are appropriate for Option 2.
If there is any part of the PTPT where you would say "I don't understand how this part really works," then it is highly likely you are appropriate for Option 2.
Only choose Option 1 if you have a completely prepared PTPT, with no questions about "how it works" and you are confident, based on all the training videos that you have watched, that you have optimized your tax and IRMAA plans to the best of your ability within the PTPT.
No. There are no guarantees, express or implied, that Justin's review of your tax plan within the PTPT will result in any specific outcome.
The Consulting Services may identify strengths, weaknesses, opportunities, omissions, risks, gaps, action items or other factors relevant to having a well-thought-out, workable tax plan. Alternatively, the Consulting Services may identify none of those things. In my video review of your PTPT, it is certainly possible that I could talk through the positive elements of the plan that you have set up, without being able to identify any improvements or possibilities. Factors influencing such a result may include (but are not limited to), the extensiveness and thoughtfulness with which you have set up your plan in the first place, (2) your underlying fact pattern and the opportunities and limitations that come with it and (3) limitations in my own knowledge, experience or ability to identify alternatives.
There are also no guarantees, express or implied, that Justin's efforts to guide, instruct, teach, train or educate you in any particular area of tax planning will be successful. My style of instruction may not be compatible with your style of learning. My style of disseminating information may not be compatible with your style of receiving and comprehending information. Your ability to grasp and apply certain tax concepts, is a factor over which I have no control.
Therefore, if you are purchasing Option 1 or 2 Consulting Services from me, you are doing so because you are interested in having some of my time, effort and energy focused on your particular tax planning situation, regardless of what the ultimate outcome of such attention may be.
Option 1 - Plan for 30 days from the time you submit your PTPT to the time you receive your review video link. Actual turn around time may be much faster. However depending on workload and other factors, I'm setting the expectation of 30 days.
Option 2 - There is no set timing, I estimate 4 to 8 rounds of back and forth communication to complete the process. If you would like to communicate 1 time per week, for example, it might take 45+ days to complete the process. If you want to communicate faster, and I have the capacity to keep up with that schedule, we might be able to get things done much faster. Our goal will be to work at a comfortable pace for everyone, without letting things sit for too long.
Please send your question to: justin@numbercrunchnerds.com
Number Crunch Nerds | 2026
justin@numbercrunchnerds.com