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
$600+*
2022 Tax Compliance & 2023 Tax Planning
for S-Corps, C-Corps, Partnerships, Estates, and Trusts
$1200+
“Quick Questions”
$75 ($0 for clients)
Small Projects
$100
Medium Projects
$250
Large Projects
$600
Extra Large Projects
$1500+
*The base cost was sufficient for 91% of the clients I served in 2022.