FAQs

How are fees determined?

Fees vary depending on the complexity of your tax situation. A good faith estimated fee quote will be provided after your initial consultation.

How often will we connect?

Communications/Meeting frequency is tailored to your preference.

What communication methods are used?

We use whatever works best for you — physical mail, email, client portal, in-person meetings, and phone/video calls are all available.

Do I need prior tax returns?

Yes, providing your most recent tax returns helps ensure you are provided an estimated fee quote in advance and that your tax returns are prepared accurately.

What types of filings do you prepare?

I prepare pretty much any US tax returns and informational filings (Federal, State, Local, etc.) - ranging from individual, small business, estate, trust, and gift tax returns.

How is your approach different from bigger firms?

I am able to offer much more flexible/tailored communication and processes with lower pricing that a bigger firm which often follows more rigid processes with higher pricing.