A common question we get from potential clients is; “how much do we charge?” Well, as we tell all our clients, it depends.

• First and foremost, if you are price shopping you will find we are NOT the cheapest firm in town, nor are we the most expensive.
• Our tax return preparation service is NOT just preparing your tax returns…you can do that with Turbo Tax. Our tax return preparation service integrates our experience and tax planning advice in addition to the tax return preparation. The icing on the cake is we are available all year long to handle your financial conundrums.
• Each tax return is a work of art! Depending on complexity, the price can vary widely. We are not in the business of over-billing our clients. Again, we are looking for long-term relationships so our pricing must offer a good value or we could not stay in business.
• To help facilitate the eternal question of “how much do we charge?” we offer a FREE initial meeting and tax analysis. This allows you to meet our team (after all, we are looking to build a long-term relationship), get a feel for how we operate, maybe get some free advice, and find out what we would charge for your specific situation.
• Unfortunately, we can no longer assist in the formation of IRS or FTB installment agreements. We can, however, advise on how installment agreements work and how one can establish the agreement.
• Lastly, we are no longer taking on tax return preparation engagements only.  We are only taking on clients that sign up for our keystone Retirement Income Distribution plan service, which includes the tax return preparation and annual tax projection.  The minimum fee for this service is $2,500 for the first year, and $1,500 for successive years thereafter.  This fee can be waived or greatly reduced in certain circumstances if investment assets are managed under our asset management service provided by Wealth Management Associates (https://wealth-mgt.net).

Please make an appointment today!