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Personal Financial Planning and Tax Compliance Fees

The following are rough guidelines. We will provide you with an estimate prior to commencing an engagement.

$2,000 to $3,500 per segment

  • Long range financial projections and wealth accumulation strategies
  • Short-term cash flow management and analysis of financing alternatives
  • Estate and gift planning
  • Education and other goal funding strategies
  • Investment policy statement
  • Stock options strategies
  • Retirement planning
  • Sophisticated tax planning consultations
  • Insurance needs analysis and product evaluations

Comprehensive personal financial plan 

Special planning consultations

Annual income tax preparation

Mid-year tax projections

Bookkeeping

$7,000 to $15,000

$600 per hour

$1,800 to $8,000

$900 to $2,000

$225 per hour


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