For Individuals / Tax Planning / Services & Fees

Our Fees

Because we are an online CPA firm, we do not have the overhead of traditional CPA firms, and this allows us to pass on the savings on to our clients. As a result, compared to an average of $200 to $300 an hour charged by experienced CPAs, we are able to offer our tax planning services at a significantly lower hourly rate of $150 an hour. Start today by completing the Request for Services form.

Services

The goal of our tax planning services is to help structure and organize your financial affairs as to minimize your taxes. Every client has his/her unique issues and challenges and, consequently, we individually customize our tax planning services to ensure "no stone is left unturned".

Depending on your needs, our tax planning package may include the following:

Year-end tax planning. Review of your year-end finances in December to identify any potential issues and tax-saving moves.
Charitable giving planning. Advice on timing and manner of charitable giving to maximize tax benefits.
Retirement planning (401k's and IRAs). Review of your current retirement funding practices and identifying issues and solutions.
Alternative minimum tax (AMT) planning. Identification of preference items triggering AMT and strategy on minimizing the impact of the AMT.
Investment and capital gain planning. Analysis of your current investment portfolio and determining the optimal disposal strategy for maximum tax benefits.
Estate and gift tax planning. Review of your estate and gift plans and early planning to avoid high estate taxes.
Expatriates tax issues. Special tax planning services for those living and earning income overseas.

If you are interested in our tax planning services, please do not hesitate to complete the Request for Services form.

Fees

All our tax planning services are offered at at an hourly rate of $150/hr.

If you have any questions about our services and fees or require more information, please do not hesitate to Contact Us.