Services Detail

Tax Preparation

Ongoing tax support to help you meet your goals, big and small.

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Packages start at $1,200/yr

Get expert advice on making smart financial decisions

Tax-smart investing

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Offsetting gains

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Tax-advantaged accounts

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This service is perfect for

Pricing & Details

Pricing

Packages start at $1,200 based on rates set by the advisor

Frequency

Ongoing, including quarterly estimates and annual filing

What you get

A dedicated tax advisor
A personalized tax optimization
Quarterly estimates
Federal filing

Anyone with a more complex, diverse financial portfolio

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Anyone whose income is not subject to withholding by an employer

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