Personal - Tax Compliance

:

• Includes:

  • Federal & state income tax preparation

  • Itemized deductions

  • Investment & brokerage activity

  • Rental properties (Schedule E-add-on applies)

  • Crypto transactions

  • Multi-state income (per-state add-on applies)

  Not Included:

  • Tax planning or advice

  • IRS or state notices

  • Cleanup, remediation, or corrections

Discovery of issues automatically triggers Problem Services.

Personal – Remediation Services

Includes:

(Project-Based Pricing)

For individuals with existing tax issues, including:

• Filing-exempt problems

• Withholding failures

• Prior-year errors or omissions

• Unfiled returns

• IRS or state notices

• Penalties, interest, or balances due

• Tax cleanup & remediation

Required before Strategy

No outcome guarantees

Personal – Strategy

Includes:

Tax reduction planning

• Withholding & estimated tax strategy

• Income timing decisions

• Multi-year tax planning

Not Included:

• Tax return preparation

• Cleanup or remediation

PRICING & TERMS

• Flat annual fee (no AUM)

• No refunds once services begin

COMPLIANCE & DISCLOSURES

• Advisory services are non-discretionary

• No product sales or commissions

• Not legal advice

• Investment decisions remain client-directed

• Subject to engagement agreement and disclosures