Our Services
Choose forward-looking planning before major decisions, professional preparation when it is time to file, or a coordinated engagement when both are useful.
Tax Planning
Multi-year tax projections, real estate transactions, retirement planning, business-owner planning, capital gains, and other significant financial decisions.
Tax-planning engagements typically start at $3,000. Final fees depend on complexity and scope.
Tax Preparation
Federal and state individual and business tax-return preparation, with attention to prior-year carryovers, elections, depreciation, and planning opportunities that may affect future years.
Tax-return preparation engagements typically start at $1,000. Final fees depend on filing scope and complexity.
When planning leads
Planning is most useful before a transaction, conversion, sale, compensation decision, retirement distribution, or other event is finalized.
When preparation leads
Preparation focuses on accurately reporting completed activity, preserving relevant carryovers and identifying issues that may deserve attention in the next planning cycle.
We can discuss whether tax planning, tax preparation, or a coordinated engagement is the best fit.