How we work

The right work starts with the right facts.

We start with the facts, recommend the right level of support, and define the scope and fee before moving forward.

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A considered approach

The right engagement begins with understanding the full picture.

Every engagement begins with a conversation and a review of your most recent tax returns. That gives us a reliable starting point for understanding what is already happening, where complexity exists, and whether planning may add meaningful value.

From there, we recommend the appropriate service tier: accurate tax preparation, focused advice around a specific decision, or an ongoing planning and accounting relationship.

As a firm policy, we do not issue proposals for tax services until we have reviewed your prior tax returns.

What to expect

A straightforward path from conversation to engagement.

01
Discovery
We begin with a 30-minute conversation about your income, businesses, investments, upcoming decisions, and the professionals already on your team.
02
Review
We review your recent tax returns and relevant financial information to confirm the facts and assess the complexity of your situation.
03
Recommendation
You receive a clearly defined scope, service cadence, and fee before work begins.
04
Coordination
With your consent, we work directly with your financial advisor, attorney, and other professionals so important decisions do not happen in isolation.

Service tiers

Support matched to the work in front of you.

The appropriate tier is determined after our discovery conversation and review of your prior tax returns.

Tax preparation

Tier 1 · Accurate, thoughtful filing

For individuals, families, and businesses that need accurate tax filings without a recurring planning engagement. Every tax preparation engagement includes a recommendation for your next best step in tax minimization, along with email support for routine tax questions throughout the year.

Federal and state returns
Business and fiduciary returns
Extensions and K-1 coordination
Multi-state filing requirements
Tax-minimization recommendation
Routine email support throughout the year

Pricing: Quoted after reviewing your prior returns and expected filing complexity. A 20% deposit begins the engagement, with the balance due before e-filing.

Tax preparation and projects

Tier 2 · Defined project support

Tier 1 tax preparation plus defined-scope analysis or implementation for a transaction, opportunity, cleanup, or change that should be evaluated before you act.

Business sales and liquidity events
Equity compensation decisions
Real estate and cost segregation
Entity selection or restructuring
Multi-state or international questions
Estate, gifting, and charitable planning
Bookkeeping cleanup projects
Historical account reconciliation

Pricing: Tier 2 engagements begin at $3,000 and may exceed $20,000 depending on the scope, complexity, and implementation required. Fifty percent is due when the engagement begins, with the remainder due at an agreed milestone. Bookkeeping cleanup may be billed at hourly rates and requires an upfront deposit stated in the proposal.

Recurring and ongoing services

Tier 3 · Year-round tax and accounting support

For clients who need recurring tax planning, bookkeeping, or accounting support throughout the year.

Tax projections
Quarterly or monthly planning
Strategy implementation
Transaction modeling
Advisor coordination
Ongoing decision support
Monthly bookkeeping
Financial statement preparation

Pricing: Individually scoped and billed monthly or quarterly based on complexity, cadence, and the work involved. Before proposing bookkeeping services, we review the general ledger and financial statements from QuickBooks, Xero, or the client’s other accounting system.

General reference

Sample fees

These amounts are examples, not quotes. Actual fees depend on complexity, organization, filing jurisdictions, investments, entities, and the work required. In accordance with firm policy, tax proposals are issued only after reviewing prior tax returns.

Individual tax return preparation Starting at$995 Average$2,495

Business tax return preparation Starting at$1,795 Average$3,495

Domestic tax planning for individuals Starting at$3,000+ Scope basedCustom

Domestic tax planning for businesses Starting at$3,000+ Scope basedCustom

International tax planning Starting at$10,000+ Scope basedCustom

How fees work

Clear expectations before work begins.

Most engagements use a defined fee rather than an open-ended hourly meter. Good planning depends on early conversations, and clients should not hesitate to call because they are worried the clock is running.

Scope first

You receive the services, cadence, responsibilities, and fee in writing before the engagement begins.

No surprise expansion

If your needs change materially, we discuss the additional work and agree on a revised scope first.

Fees reflect complexity

Entity count, filing jurisdictions, investments, transactions, organization, and communication needs all affect the work required.

For clients with an advisory team

Your professionals should work together.

With your written consent, we coordinate directly with your financial advisor, attorney, and other professionals. This reduces duplicated requests and helps ensure tax consequences are considered while decisions are still being made.

Approved advisors can receive shared portal access for mutual clients, view relevant documents, and help complete information requests. The result feels less like a collection of separate providers and more like one coordinated advisory team.

For professional partners

Building a coordinated client offering?

Financial advisors, attorneys, and other professionals can use a defined referral and scoping process to coordinate services, incorporate our fee into a broader client proposal, and collaborate through a shared portal after the client engages us.

View the advisor collaboration process

Frequently asked questions

Before you get started.

Do I need ongoing tax planning?

No. Some clients need tax preparation only, while others need advice for a specific event. We recommend ongoing planning only when your situation and decision cadence justify it.

What do you need before providing a proposal?

We begin with a discovery conversation and review of your prior tax returns. It is firm policy that no proposal for tax services is issued without first reviewing those returns. Additional information may be requested when businesses, trusts, investments, real estate, bookkeeping, or upcoming transactions affect the scope.

Can you work with my financial advisor or attorney?

Yes. That is one of our superpowers. We enjoy working with the other professionals you trust to help produce the best outcomes for you. With your consent, we can communicate directly with the professionals on your team, coordinate details on your behalf, and reduce the number of items you have to manage personally. The goal is to make your life easier.

Do you work with clients throughout the United States?

Yes. The firm is based in Indianapolis and works remotely with clients throughout the United States when the engagement is a good fit.

Do you extend tax returns?

As appropriate. We may recommend an extension when required information is not yet available or when additional time is needed to prepare a complete and accurate return. An extension provides additional time to file; it does not extend the original deadline for paying tax that is due.

What happens if the scope changes?

We discuss the additional work before proceeding and provide a revised or separate quote. The goal is for fees and responsibilities to remain clear throughout the engagement.

Not sure which level of support fits?

You do not need to diagnose your own tax needs. Start with a conversation, and we will recommend the appropriate next step.

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