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No obligation. No documents or payment required. You'll receive a clear yes/no and fee range first.
The Engagement Process
The Engagement Process
Intake Review - Brief overview to confirm scope, years, states, and pricing.
Engagement & Retainer - Engagement letter issued and initial retainer collected.
Organizer & Documents - Tax organizer, Tax Transcript authorization, and document upload completed through the secure portal.
Preparation & Review - Returns prepared and reviewed conservatively.
Approval & Filing - Returns are filed only after final client approval.
No obligation. No documents or payment required. You'll receive a clear yes/no and fee range first.
Once the engagement letter is signed and the initial retainer is received, you'll be guided step-by-step thoruhg document collection and next actions - nothing is expected all at once.
Frequently Asked Questions (FAQs)
Is this the right type of service for me?
Is this the right type of service for me?
This service works best for individuals whose income may span multiple states, employers, or reporting sources - and who want filings handled carefully and conservatively.
What if I need to file in multiple states and/or have multiple sources of income?
What if I need to file in multiple states and/or have multiple sources of income?
Multi-state filings are common for Professionals with multiple sources of income. Required states, sources of income, and filing scope are confirmed as part of the intake review before proceeding.
Do you handle extensions?
Do you handle extensions?
Yes. Based on individual circumstances, filing complexity, and capacity, extensions may be filed when appropriate.
Do you provide tax planning or entity setup?
Do you provide tax planning or entity setup?
No. The practice focuses on conservative tax compliance and filing. It does not provide tax planning or entity formation services.
How does pricing work?
How does pricing work?
Fees are based on filing scope and complexity (i.e., state returns, income sources, and special reporting items). Most engagements fall between $1,500-$3,000. Your final fee is confirmed after intake review and before any work begins. We do NOT bill hourly and there are no surprise charges.
No obligation. No documents or payment required. You'll receive a clear yes/no and fee range first.
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