Our clients prefer tax planning advice, not just tax return preparation. Our compensation is based on an hourly rate. Our product is objective information and advice tailored to your situation. We do not sell investment or insurance products.

The hourly rate is $70 to $290, based on the level of experience of the Accountant working with you. Additional services, if needed, will be estimated for your prior approval.

Each tax return contains a critical analysis, including suggestions for steps to be taken to reduce taxes, and the impact of new and proposed tax law. Clients also receive a tax planning letter in December, an organizer to summarize tax information, and a contract for prior approval.

We look forward to hearing from you.