Are you a Business Owner and/or receive Self-Employment Income?*
for example: 1099 or K-1 income
Are there any Advanced Tax Planning issues?*
for example Divorce, Income Earned Internationally, Rental Income
Do you have a large amount of Debt?*
for example: Student Loans, Large Credit Card balances, etc.
Do you receive Equity Compensation or have any Stock Options?*
for example: NQSOs, ISOs, ESPPs, Restricted Stock, SARs
Do you anticipate any significant event or expense in the next 12-18 months?*
for example: Birth of a Child, Home, Renovation, Starting a Business, Career Change, Investment, etc.
Annual Planning Fee
*The Planning Fee calculated above is an estimate and should only be used as a guideline for estimating pricing. The actual fee will be determined after evaluating individual needs and determining the complexity and scope of your situation.