Introductory Conversation
Discuss the situation and determine whether there is a defined planning question.
Tax Planning Engagements
A Defined Scope Before We Begin
Fees are based on the complexity of the client’s tax situation and the scope of analysis required.
How pricing works
Scope first. Fee second. Analysis after that.
Following an introductory conversation, we identify the planning questions to be addressed, the information required, and the expected analytical scope.
We then provide a defined scope of work and fee before beginning the engagement.
- Complexity of income and investments
- Number of entities, properties or tax jurisdictions involved
- Number of scenarios to be modeled
- Whether multi-year analysis is required
- Coordination required with other professionals
Defined Scope
We outline the areas to be analyzed and the information needed before work begins.
Agreed Fee
The engagement fee is provided before the planning work starts.
Discuss the scope of your planning question.
The introductory call is the starting point for determining what analysis may be appropriate.