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Danny's Philosophy of Tax Compliance & Planning

  • TC&P (Tax Compliance & Planning) is a matter of resource stewardship (a.k.a. we pay what we owe and not a penny more!)
  • TC&P should be applied with the highest ethical standards
  • Tax Accountants should be relational, not transactional
  • Because TC&P is incredibly complicated, most taxpayers should consider utilizing a TC&P professional
  • Tax Compliance and Tax Planning should not be competing priorities

The Cost of Doing Tax Stewardship With Danny

All of my clients pay me a minimum of $600/year which, for most clients, covers tax return compliance (tax return preparation) and planning for the year. Here are some details…

2022 Tax Compliance & 2023 Tax Planning
for Individuals & Families


2022 Tax Compliance & 2023 Tax Planning
for S-Corps, C-Corps, Partnerships, Estates, and Trusts


“Quick Questions”
$75 ($0 for clients)

Small Projects

Medium Projects

Large Projects

Extra Large Projects

*The base cost was sufficient for 91% of the clients I served in 2022.

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