Tax Planning FAQS
These are just a few of the most commonly asked questions we get.
If you do not find your question, please get in touch.
How do I know you can help me?
If you are already a client, we know your return and just looking, We can sum up what areas that may be causing you to overpay your taxes.
If you are not an existing client, we , like anyone else you might ask, won't be able to tell you that without more information.
Even if you only have a W-2, there are ways we can help you plan for the future and save more money in the long run.
Is your service all inclusive?
That is entirely your choice. Since we don't just plan strategically, you may be asking for some or all of our other services as well as just the plan. Our help could be as simple as handing you the plan or as much as Monthly or Quarterly meetings in more of a CFO capacity and accounting services.
What do you charge?
Just as your plan will be tailored to your unique goals and needs, your investment will be too. We provide you with a flat fee based on the services we provide and the complexity of your plan and how much you want us to help you implement that plan. Our fees are never based on how much you save or the result we get. Doing that is illegal.
Do you have a guarantee? No, we have two
- We will treat you like family.
- We guarantee you the absolute best outcome for your taxes.