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HOW IT WORKS

Financial Review - $1,500

If you sign on for an on-going relationship within 30 days of the Financial Review, you'll receive a $500 discount. 

Annual Fee - 1.5% of Gross Income 

Our on-going services are available at an annual rate of 1.5% of your prior year gross income, with a minimum fee of $2,800. This fee is recalculated annually based on your prior year's tax filing, and is payable quarterly or annually.