Question 1

How much will my personal tax return cost?

Accepted Answer

The cost of filing a personal tax return depends on many factors. Our CPA, Joe Gormley, who has over 30 years of experience, will gladly provide a free consultation to directly discuss your situation and the services you need as well as the cost of those services.

Question 2

Can you really save me money on my taxes?

Accepted Answer

Absolutely! Most clients save significantly more than our fees through strategic tax planning, identifying missed deductions and credits, optimizing retirement contributions, implementing tax-loss harvesting, and planning major financial decisions around tax implications. Our Silver and Gold levels include proactive tax planning that often saves clients thousands annually. We guarantee our tax planning recommendations will save you more than our fees or we'll refund the difference.

Question 3

What tax documents do I need to bring you?

Accepted Answer

We'll provide a personalized tax organizer based on your situation, but typically you'll need: W-2s, 1099s, mortgage interest statements, donation receipts, medical expenses, prior year tax returns, and any life change documents (marriage, divorce, new baby, home purchase). We can work with incomplete records and help you gather missing documents. Our secure client portal makes document sharing easy and safe.

Question 4

Do you provide audit protection and IRS representation?

Accepted Answer

Yes! These services are usually billed on an hourly basis. We provide support for IRS correspondence response as well as advanced services with full IRS representation, state audit defense, and appeals process representation. We also provide comprehensive audit management, international audit coordination, and tax court litigation support.

Question 5

When is the best time to start working with you?

Accepted Answer

While we can help anytime, starting our relationship outside of tax season (May-December) is ideal for tax planning benefits. This allows us to implement strategies throughout the year, not just prepare your return. However, we welcome new clients year-round and can still provide significant value even if you come to us during tax season. The sooner we start, the more we can help you save.

Question 6

How do I know which service level is right for me?

Accepted Answer

We offer a complimentary consultation to discuss your specific financial situation, complexity, and goals. This helps us recommend the service level that provides the right balance of services and value for your needs.

Question 7

What if my situation changes during the year?

Accepted Answer

Life changes, and so do financial needs. Whether you start a business, have significant investment gains, or face complex family situations, we can adjust your service level accordingly to ensure you always receive appropriate support.

Service Category	BRONZE	SILVER (includes Bronze-level services)	GOLD (includes Silver-level services)
Tax Preparation	✓Federal & state returns ✓W-2 and 1099 income ✓Standard/itemized deductions ✓Basic investment income ✓Electronic filing	✓Business income (Schedule C) ✓Rental properties ✓Multi-state returns ✓Partnership/S-Corp K-1s ✓Alternative Minimum Tax	✓Complex entity structures ✓Trust and estate returns ✓International tax issues ✓Gift and estate tax planning ✓Tax court representation
Tax Planning	✓Basic year-end review ✓Simple deduction advice ○Limited proactive planning	✓Quarterly tax projections ✓Retirement tax planning ✓Investment tax strategies ✓Tax-loss harvesting advice ✓Business structure optimization	✓All comprehensive planning ✓Multi-year tax strategies ✓Estate tax minimization ✓Charitable giving strategies ✓Family tax planning ✓Succession planning integration
Financial Planning Support	✓Basic retirement account advice ○Limited investment guidance ○No comprehensive planning	✓Strategic retirement planning ✓College funding strategies ✓Insurance needs analysis ✓Investment account optimization ✓Cash flow planning	✓All comprehensive planning ✓Estate planning coordination ✓Investment policy statements ✓Risk management strategies ✓Philanthropic planning ✓Family wealth education
Business & Investment Services	○Not included	✓Small business consulting ✓Investment performance review ✓Real estate analysis ✓Business formation advice	✓Business valuation services ✓Investment due diligence ✓Family office coordination ✓Alternative investment analysis ✓International business structure
Communication & Support	✓Annual tax season meetings ✓Email support during prep ✓Basic tax questions answered	✓Quarterly planning meetings ✓Year-round email/phone support ✓Proactive tax alerts ✓Financial milestone consultations	✓Monthly/quarterly strategic meetings ✓Priority support access to CPAs ✓Family meeting facilitation ✓Professional team coordination ✓On-demand consultation

Services for Individuals

Personal Taxes

Tax Planning, Preparation, and Filing:

Financial Planning

Three Levels of Service for Individuals

BRONZE

Best suited for:

SILVER

Best suited for:

GOLD

Best suited for:

Ready to optimize your personal finances?

Frequently Asked Questions

How much will my personal tax return cost?

Can you really save me money on my taxes?

What tax documents do I need to bring you?

Do you provide audit protection and IRS representation?

When is the best time to start working with you?

How do I know which service level is right for me?

What if my situation changes during the year?

Talk to Joseph — your trusted expert CPA!