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Our Clients

DMV Residents

If you're outside the DMV for the foreseeable future, then we probably won't be a good fit.  If you're not here yet, but on your way...let's talk! 

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Seniors and Retirees

If you miss the Reagan era, when a handshake and your word sealed the deal, you'll feel right at home with us.  We offer modern solutions, like digital signatures and client portals, but we're just as happy to sit across from you in our office and talk about how awkward that David Bowie & Bing Crosby Christmas duet was (although, we admit - we did not see it live).

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Estates and Trusts

We have extensive experience providing professional services to Estates and Trusts in DC, Maryland, and Virginia.  Whether you need an estate administrator, a private trustee, or fiduciary income tax returns - we're here to help.

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Rude People

Just kidding.  We don't work with rude people.  If you are rude or disrespectful to anyone on our team... expect to get a disengagement letter. 

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Integrated Solution Seekers

If you love the idea of having one trusted team handle all your legal, tax, and investment needs - so you don't have to juggle it - then you're in the right place.

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No Partnerships or Corporations

We currently do not work on partnership or corporate returns.

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Pricing

Form 1040 (Individuals)*

Concierge

Holistic Professional CPA Solution

$4,500

Flat Annual Fee

When you have a complex tax situaiton or want the peace of mind of a white-glove partnership with your CPA.

Plan Includes:

  • Federal and State Tax Returns

  • Estimated Tax Payments**

  • IRS/State Letter Response

  • Year-Round Access for Quick Questions***

  • Current Year Audit Protection

  • Mid-Year and Fall Tax Projections

  • Annual Tax Planning Meeting

Package IS REQUIRED for tax situations that include:

  • Multi-state K-1s

Collaboration

Annual Tax Package and More

$1,550

Flat Annual Fee

For those who are self-employed, own multiple rental properties, or just need additional year-round tax support.

Plan Includes:

  • Federal and State Tax Returns

  • Estimated Tax Payments**

  • IRS/State Letter Response

  • Year-Round Access for Quick Questions***

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Package is NOT AVAILABLE for tax situations that include:

  • Multi-state K-1s

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Compliance

Complete Annual tax Package

$1,200

Flat Annual Fee

When you need a tax return prepared with the benefit of additional professional representation services.

Plan Includes:

  • Federal and State Tax Returns

  • Estimated Tax Payments**

  • IRS/State Letter Response

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Package is NOT AVAILABLE for tax situations that include:

  • Multi-State K-1s

  • Multiple Rental Properties; or

  • Self-Employment (Sch C)​​

​*** Questions that can be answered by chat, phone, or email with no additional research required.​​​​​

​**   Delivered with the tax returns and based on the 110% Safe Harbor calculation.

*     Income tax services are included at no additional charge for investment management clients.​​​​

​​Form 1041 (Estates & Trusts)

Our range is usually $1,800 - $2,500​

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​​​​​Why we may be more expensive than other professionals in the area:

  • We are fiduciaries - we do the right thing

  • We value response times and communication

  • We know our stuff and stay in our lane of expertise​

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