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Consulting

Consulting with our Nationally Acclaimed Tax Specialists for tax planning and specific questions actually pays for itself and can be the best investment you make. Our reputation is such that we receive hundreds of requests every week for quick answers. Our professionals are very generous with their time and expertise, however, integrity and experience will not allow us to give incomplete information or a one-size-fits-all answer. This means that often to give you the best advice we need a discussion. Many routine questions can be answered through our Client Representatives. We’re happy to give an estimate in advance of scheduling a consultation for specific issues. Group Consultations, Free Seminars or Webinars  are also available.

Consulting fees for phone calls, correspondence, meetings, etc. are calculated at $140 per hour during May through January and $190 per hour during February through April. 15 minutes is the minimum. We request payment by credit card for any consultation lasting half an hour or less at the time of service. Please review our packages for discounted rates:

Premium Support (PSP)  for Individuals and the  Church & Organizational Package  for groups.