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Our Engagement Process
Our Engagement Process
Intake Review - All prospective clients complete an intake questionnaire.
Fit Determination - Review scope, complexity, and capacity.
Engagement & Retainer - Accepted clients receive an engagement letter and initial retainer.
Preparation & Review - Returns are prepared and reviewed conservatively.
Approval & Filing - Returns are filed only after final client approval.
Once the engagement letter is signed and the initial retainer is received, you'll be guided through next steps and document collection.
Frequently Asked Questions (FAQs)
Who is this a good fit for?
Who is this a good fit for?
The practice focuses on Professionals with straightforward income structures who require accurate federal and multi-state tax filings.
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 $1,000-$2,500. Your final fee is confirmed after intake review and before any work begins. We do NOT bill hourly and there are no surprise charges.
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