TAX RETURN PREPARATION & ADVISORY SERVICES
Preparing federal and state income tax returns, and the related planning and strategic advising, is our primary focus. We assist can individuals, partnerships, corporations, not-for-profit organizations, trusts, and estates with their annual compliance -- but there are a lot of firms that can say that. We prefer to work with clients with moderate to complex tax situations, who seek a more involved and engaged professional partnership. As a result, our services are provided throughout the year, rather than just within the confines of "tax season."
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Our tax and advisory services can be split into three primary categories, which are explained below in more detail. Please note that these are examples provided for comparison and transparency -- ultimately, we bill based on actual time spent on your account during the year. The categories below simply outline our service and fee levels for varying levels of work and involvement during the year.
Essential Services:
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Annual federal and state income tax return preparation
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Clients with straight-forward tax situations with limited planning during the year
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Access to our team of tax professionals for questions throughout the year
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Pricing: $1,500+ for annual services
Advanced Services:
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Annual federal and state income tax return preparation
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Access to our team of tax professionals for questions throughout the year, with a dedicated client manager handling your account
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Applies to most of our individual, business, non-profit, trust and estate tax clients
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Annual tax projections and year-end planning meeting
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Pricing: $2,500+ for annual services
Private Client Services:
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Annual federal and state income tax return preparation
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Access to our team of tax professionals for questions throughout the year, with a dedicated client manager handling your account
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Clients with complex tax situations, with quarterly or semi-annual tax planning meetings and projections
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Pricing: $4,000+ for annual services
