Our Process and fees

* We handle everything remotely to save you fees from the extra overhead costs, save you the trips through traffic, and allow us to work together seamlessly even if you are travelling.

*Get to know each other and assess whether this will be a mutually beneficial relationship

*Assess your goals 

*Identify your current pain points 

*Hourly rate is $250, with a minimum of $750 for any return

*Discuss advisory/planning services 

*Discuss annual services 

*We will send you an organizer every year. This organizer helps to make sure you have all of the documents gathered and helps to insure there are no accidental omissions to your return. We can talk about your individual organizer and what parts will be important in your particular case.

*Upload your documents to our secure ShareFile portal or you can mail them in if you prefer.

*Call or email us throughout the year if any questions or changes come up; we want to avoid nasty surprises.