You'll know exactly what an engagement costs before any work begins — and the fee won't change because you sent a thoughtful email in July.
Individual
/ annual engagement
Personal tax preparation with year‑round access.
Professionals, executives, and families with thoughtful individual returns — paired with the quiet reassurance of a trusted advisor on call.
Included
Not included
Family & Business
/ annual engagement
Coordinated personal and business tax work.
Owners and households who want their personal, business, and planning work coordinated under one trusted advisor — the most common engagement.
Included
Not included
Private Client
/ annual engagement
Complex households and multi‑entity engagements.
Families with multiple entities, trusts, real estate holdings, or multi‑state complexity who want a single advisor coordinating the entire financial picture.
Included
Final fees are confirmed in writing after a short discovery call. Pricing reflects a typical engagement; complex situations — multi‑state, multiple entities, trust work, or prior‑year cleanup — are quoted individually.
Hourly billing quietly punishes you for asking questions. A relationship‑based engagement does the opposite.
Before any work begins, you receive a written engagement fee. No hourly meters, no surprise invoices — the fee reflects the scope of the relationship, not the time on a stopwatch.
What matters isn't how long the work takes. It's that your taxes are handled wisely, your planning is proactive, and you have someone to call when life moves. The fee reflects the outcome.
Engagements only change when your situation meaningfully changes — a new entity, a property sale, a trust, a move across states. Otherwise, the fee stays steady.
Personal, business, estate, and planning work are coordinated under a single advisor relationship. No piecing things together across providers.
A short conversation, a clear look at your situation, and a written engagement fee. No pressure — just the start of a long relationship.
