What is the benefit of you working with my financial advisor?

Simply put, when the right hand knows what the left hand is doing, everything runs more smoothly. We are able to provide information to your advisor that helps them make better financial decision on your behalf. This can make both, your taxes, and your investments, work more efficiently. Our collaboration also benefits you by ensuring that your financial advisor doesn’t unknowingly trigger an unexpected tax event that negatively impacts you at tax time. This helps limit surprise tax consequences that can happen when the tax and financial advisors are not on the same page or working with the same information.

How do I know if you work with my advisor or not?

Check the link above for our primary partner’s website. If you do not see your advisor listed there, feel free to reach out to us or your advisor and ask. We work with many Ameriprise advisors that are not linked above.

I don’t have an advisor, but I would like to work with one of your partners. How do I get in touch with them?

Give us a call or send us an email and we will refer you to the advisor we feel will be the best match for you! We have several great advisors!

How much do you charge for a tax return?

Tax returns are as individual as you are. We use a dynamic pricing model that ensures that you don’t overpay for your tax return. Pricing is based on the forms we are required to complete for your return specifically. We have found that our pricing model keeps us well under the pricing of your typical big box tax franchises.

How much do you charge for consultations, audit support, and other services?

Initial consultations are always free. Our other hourly services are $95/ hour.

How do I become a client?

Click on the “New Client” link at the top of the page and fill out the intake form. Once we have your information in our system we will reach out to introduce ourselves! We look forward to getting to know you!