Select a service

Gateway Consultants

Services

Phone Consult - 5-minute courtesy call for current clients with a quick question or for new clients to see if we're a good fit.

This is a short, no-charge phone call designed for:
• current clients with a very quick question, or
• new clients who want to briefly review their situation before booking a consult or service.

This is not a working consultation and does not include document review, tax advice, or planning. If your question requires more than a brief clarification, I’ll direct you to the appropriate paid appointment type.

This appointment simply holds a spot on my calendar, and I will call you at the scheduled time.
*During tax season, courtesy calls may be rescheduled based on workload. For time-sensitive or detailed questions, please book a paid consult

Tax Dropoff/Pickup - 15 min MAX

For existing clients only. A quick 15-minute session for one simple question (W-4 updates, withholding, basic clarifications).

This appointment type is for current clients only who need help with one quick issue. Typical topics include:
• W-4 updates or withholding changes
• One basic deduction question
• Tax document clarification
• Simple “What should I do?” questions with no documents required

This session is limited to one topic and does not include document review, planning, or business-related questions. If your question is more involved or you have multiple issues to discuss, please schedule a Standard or Business Consult instead.

(This appointment is not available for new clients.)
If your questions require document review beyond what fits in the appointment time, additional charges may apply.

A brief consult for simple tax question or clarification.

This short session is best for one straightforward tax question or a simple review (W-4 help, withholding adjustments, basic deduction questions, filing status clarification, etc.).
Not for multi-issue or business-related topics. If your situation is more involved, please book a Standard or Business Consult.
If your questions require document review beyond what fits in the appointment time, additional charges may apply.

A standard consult covering one or two personal tax topics. Great for preparing for tax season or reviewing life-change impacts.

Up to 60-minute consult for discussing one or two personal tax topics such as:
• dependents
• deductions
• home sale/refi questions
• capital gains basics
• retirement contributions
• tax changes affecting your return
This is the right choice for most individuals who need more than a quick question but not deep planning.
If your questions require document review beyond what fits in the appointment time, additional charges may apply.

Business or Complex Tax Consult

This consult is designed for business owners and anyone with more complex tax questions. Common topics include:
• S-corp issues (reasonable comp, distributions, payroll questions)
• rental property analysis
• farm income/tax strategy
• entity selection
• multi-state residency or work issues
• detailed capital gains scenarios
• year-end planning
• bookkeeping and record-keeping questions
If your return includes a business, rentals, K-1s, or anything requiring deeper review, this is the best fit.
If your questions require document review beyond what fits in the appointment time, additional charges may apply.

Virtual Appt

310 South East Street Warrenton, MO 63383

Grow your brand with Setmore