Urgency

We understand that sometimes we need things right away. We work on our returns in the order they are received. If for some reason, you need to jump to the head of the line and have it at the earliest possible time, we are happy to help. The additional cost to do so is 50% of your invoice.

Deadline Roulette

From time to time, we have encountered folks who put things off until the last minute. (I know, YOU would never do that, right?). For those who find themselves in that boat and want us to try to move heaven and earth to get their returns (or whatever needs to be done) completed by the deadline, we are happy to help. The additional cost to do so is 50% of your invoice.

Accounting

Having good financial numbers you can rely on makes all the difference when considering different financial moves and potential tax saving opportunities. We can assist in every part of the financial reporting process, and would be glad to discuss your specific needs in detail and provide a proposal.

We don’t do any payroll in house, (no, not even our own) but we can refer you and get you set up with a wonderful automated solution that takes the sting out of that process.

Our minimum fee for monthly accounting is $500 and includes reconciliation for one bank statement and one credit card. Of course, we will need regular access to statements to be able to complete this work, and are happy to work with you on making it as painless as possible. Additional accounts, loans that need to be adjusted, receivables or payables will increase those costs. We hope to make things as simple and as streamlined as possible. Simple is good!

Tax Estimates

With the increase in estimated tax penalty rates, quarterly review and revision of estimated tax has never been more important for clients with businesses or fluctuating income.

We offer an annual plan for quarterly review of income and tax to best match the tax expenditure with your income stream.

The cost for this plan is $2000 per year.

Tax Planning
We love having the opportunity to consult with our clients on transactions they are considering and running scenarios to see which way a deal can be constructed to maximize tax efficiency. It is important to consider these things from multiple perspectives as many times there are factors affecting different aspects of the deal. Our extraordinary experience in assisting and negotiating and working out deals is of incredible value to our clients as they contemplate big changes like selling property, businesses etc.

Costs vary on these engagements, but can be expected to be a minimum of $500

Tax Resolution

Many firms shy away from this sort of work and do not help clients with issues with the IRS or states. Those who do often charge exorbitant amounts only to accomplish very little. Our process begins with listening and understanding the problem and all the data points that would help resolve it. Then once it is relatively clear, we advise on the best course of action and whether an offer in compromise is likely to be accepted, or whether a payment arrangement might be the best option (much cheaper usually) or if perhaps getting your account designated as uncollectible so that the IRS backs off until your circumstances improve.

Initial Consultation would be $500 and the next steps if it seems plausible that we can help you succeed would usually be between $1500 and $5000. The more complicated and arduous it is, the more it takes. We have seen miraculous results over the years.

Our Value

Our lifetime of knowledge, combined with our creative problem solving analytical approach provides enormous value for our clients.  Our care, concern, and ownership of your issues is both uncommon, and incredibly valuable for our clients.  Most of our clients have been with us for decades.