What are the consultation fees?
This process is somewhat different from our peers in that we do not charge for the development of what we term a "rough draft.” Several things occur, one, we are able to better determine and relate our estimate of time to fees, and you as a client can better determine if you feel comfortable with us. Bottom line – no surprises.

How long are the steps in development?
We routinely initiate and complete information development for clients in a 30-day time frame. This includes four interviews spaced 7 to 10 days apart. Quite often I will meet clients at their business or residence.

How often will I visit with you?
You can expect periodic reviews and updates to occur three times a year. I have found than any more than this is considered to be too soon between appointments, however, appointments are always available to meet at your discretion when needs occur.

Is it possible to have my past income tax returns re-evaluated?
Yes, we have been scrutinizing prior taxation for accuracy. The advantages to you are considerable and it is a consideration in many situations.

What type of entity is best?
We would not make a tax suggestion as to the efficiency of business platform until a thorough understanding was had of your personal and business needs. Just like going to the eye doctor, a prescription here should be based upon your characteristics and focus. Any decision would be made with your attorney.

Can you help us set up our records?
Yes, advice and oversight into how best to record your documentation or business will be discussed. Bookkeeping services can also be arranged upon request.

Can you assist us in financing?
In many scenarios we have assisted clients in the development of self-directed retirement plans where funds are personally loaned out and invested in their business. In our client sessions we are routinely asked to discuss details and intuition on these matters.