Tax Preparation & Planning (Fee - $100 per hour)
Personal and business tax preparation services are offered as well as tax planning. These fees will depend upon the complexity of the return and the number of hours involved with the tax preparation & planning.
Questions & Issues Concerning Financial & Tax Planning (Fee - $100 per hour)
This service includes analysis of issues and questions which are narrow in scope such as whether a client should choose a lump sum payment versus annuity payments when choosing their pension option. The fee will be based upon the number of hours involved to properly analyze the issue at hand.