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.

Individuals

Households with Complicated Tax Needs or Additional Advice

$375/quarter

Federal Tax Filing
State & Local Tax Filing
Projections

Proprietors

Individuals with Rental Properties or Unincorporated Businesses

$625/quarter

Federal Tax Filing
State & Local Tax Filing
Projections

Entities

Corporations, S-Corporations, Partnerships, or Associations

$1,500/quarter

Federal Tax Filing
State & Local Tax Filing
Projections

Trusts & Estates

Individuals with Fiduciary Responsibility as an Executor or Trustee

Custom

Federal Tax Filing
State & Local Tax Filing
Projections

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.