Tax Preparation

Tax Preparation

We prepare tax returns for an additional fee as a convenience for our financial planning and investment management clients.  Because tax preparation is designed as an add-on for existing client relationships, pricing for each client may vary.  Fees are personalized to your situation and based on your prior year's tax return barring any major changes.

All tax returns can be completed 100% virtually for your convenience with no required in-person meetings.  The base rate includes one optional in-person or virtual meeting to review and answer questions if needed, and unlimited email or phone contact.

If you would like a customized tax return preparation quote, please contact our office and then provide us with a prior year tax return.