01

When is the Year End Review Option a Good Fit?

If you answer "Yes" to most of the following situations, the Year End Review Option may be a good fit for you:
 

~You have wages, an existing business owner, and/or have passive income (interest, investments, and/or rental income).

~You do not wish to start or join a business soon.

~You don’t want/need expert advice to manage your tax liabilities proactively.

~You don’t want/need a partner to help you reach your goals faster.

02

How It Works

~You invest a simple flat fee each year to "report" to the IRS and State (if applicable) what has already happened.
 

~We speak once a year before your returns are prepared to ensure accuracy for compliance.
 

~We can only affect your outcomes in limited ways because the year has already passed when we file your return.
 

~In this option, you are billed separately for help with things outside of your tax return.