Tax Planning
For forward-looking analysis before a transaction, sale, conversion, retirement decision, business decision or other significant financial event.
Planning engagements typically start at $3,000.
Schedule a Call
Start With an Introductory Conversation
Tell us whether you are looking for tax planning, tax preparation, or both. We’ll use the call to confirm fit, scope and next steps.
What do you need?
Choose the closest fit
Tax Preparation
For federal and state individual or business income-tax return preparation and filing.
Tax-return preparation engagements typically start at $1,000.
Both
For clients who want current filing handled carefully while also identifying and modeling forward-looking planning opportunities.
When booking, please indicate whether you need Tax Planning, Tax Preparation, or Both. Please do not submit Social Security numbers, account numbers, tax returns or other sensitive information through a public scheduling form.
What we’ll discuss
A focused first conversation
- Your current tax situation at a high level
- The service you are looking for
- Upcoming deadlines, transactions or decisions
- Whether your needs fit our scope
- Expected next steps and engagement structure
Choose a Time
Use the booking page to select an available time for your introductory call.
View Available Times →