Leading the charge in advisory servicesforward-looking planning for your personal and business needs
Ongoing advisory
Two Advisory MeetingsEverything in a maintenance engagement, with two planning sessions built into the year: one in early summer and one in the autumn. The summer session catches the year while it can still be changed; the autumn one settles the position before year-end. Includes the returns, a review before filing, and one IRS or state notice handled if it arrives.
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One Advisory MeetingA single planning session scheduled for the autumn, before year-end closes the options off. Includes the business and personal returns, a review before filing, and one IRS or state notice handled if one lands.
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