Engagement
Tax Planning & Consulting in Richmond
Expert tax planning & consulting in Richmond. Licensed, insured, upfront pricing.
Tax season shouldn’t be the only month of the year your accountant returns your calls. Our preparation practice starts with a records review and a fixed fee in writing — no meter running, no surprise invoice in April — and every return is prepared by licensed staff and reviewed by a second set of eyes before it’s filed. The engagement doesn’t end at the signature line: you leave with a one-page memo in plain English covering what changed on this year’s return and what to do before the next one, so your tax bill is designed months in advance instead of discovered on April 14th.
Schedule of Work
What this engagement includes
- Individual returns (Form 1040), including multi-state and rental income
- Business returns — S-corp, partnership, and sole-proprietor Schedule C
- Amended returns and multi-year catch-up filings
- Quarterly estimated-tax calculations so April never surprises you
- A one-page planning memo after every filing — what changed, what to do next
- Direct correspondence with the IRS and state revenue department on your behalf
How It Goes
From first call to the memo
Free consultation & records review
Bring last year’s return or whatever you have. A partner tells you plainly what the engagement covers and what it will cost — before anything is billable.
Fixed fee, quoted in writing
You approve the engagement letter and the fee before preparation begins. The number on the letter is the number on the invoice.
Preparation & partner review
A licensed preparer builds the return; a second CPA or enrolled agent reviews it line by line before it goes anywhere near your signature.
Filing & the planning memo
We e-file, confirm acceptance, and send a one-page memo explaining what happened this year and what would lower next year’s bill.
Talk through your tax planning & consulting engagement with a partner.
Thirty minutes, no obligation, fully confidential — and the fee in writing before anything begins.
Questions of Record
Questions about tax planning & consulting
Straight answers before you book — the same answers we'd give in a consultation.
How much will my taxes or bookkeeping actually cost?
You’ll know before we start. After a free consultation and a look at your records, we quote a fixed fee in writing — individual returns from , business returns from , monthly bookkeeping from . The engagement letter you sign is the invoice you receive; there is no hourly meter.
What happens if I get an IRS or state notice?
Send it to us unopened if you like. Notice response is included for returns we prepared, and our enrolled agents are admitted to practice before the IRS, so we correspond and represent you directly. Most notices we handle are resolved in writing without you ever making a call.
What do I need to bring to the first consultation?
Last year’s tax return and, if you run a business, access to your current books — that’s enough for us to spot the obvious opportunities and quote a fee. The first 30 minutes are free and carry no obligation either way.
In Closing
Put your books in better hands
Book a free 30-minute consultation — a partner will review your situation and quote a fixed fee in writing. No obligation, no hourly meter.
1 N 5th St · Richmond, VA