Services and Pricing
Not Your Typical CPA Relationship
A dedicated CPA advisor, available on call, for both business and personal finances, without the hassle. So much more than just filing taxes; a year-round resource to help when questions arise and set strategic direction.
Each client engagement is customized to match your goals. Some personal services are ‘built-in’ at no additional cost, while others require additional fees. All details are agreed upon in a written scope of services letter.
Baseline
$500/quarter
- Tax Preparation and Filing
- Tax Projections
- Payment/Withholding Recommendations
- Tax Season Review
- Annual Strategy Meeting
- Ongoing Support
Add-Ons
$100-500/quarter
- Personal Financial Statements and Online Portal
- Business Financial Statements and QuickBooks Portal
- Business Entity Tax Return
- Real Estate Investment Property
- Fiduciary Trust Tax Return
- Other Special Tax Situations
Advisory
$500/hour
- Cash Flow Planning
- Asset Projections
- Multi-Year Tax Strategy
- Scenario Modeling
- Business or Real Estate Transaction Support
- Estate or Trust Planning
We are not an Investment Advisor and therefore do not provide investment advice.
There are two circumstances under which investments are discussed in client engagements
- The data is an objective report of facts on a non-selective basis (i.e., a list of current investment holdings, a balance sheet, an asset allocation pie chart).
- The investment advice is incidental to the delivery of tax advice (i.e., advising to sell a stock position for capital gain/loss purposes, advising to contribute more to a 401k for tax deduction purposes).
We do not provide advice about
- Market trends and analysis.
- The selection and retention of other advisers.
- The advantages of investing in securities versus other types of investments.
- Selective lists of securities.
- Asset allocation and securities reports.
- Single securities (mutual funds, stocks, bonds, etc).
- Statistical or historical market and securities data.
Berwyn, PA