TAX PREP & PLANNING

Income tax preparation services are available for individuals, businesses, trusts, estates and non-profits. Pricing for tax preparation is determined at $300/ hr., and a fixed fee quote will be provided based on estimated tax return complexity and other considerations, please call or email to discuss. 

General tax planning and consulting is available to clients on an as-needed basis at $200/ hr.

Discounts are available to investment management clients: 10% of previous 12 month management fees will be credited towards tax preparation, up to a max credit of $500.