Gillingham cpa
Tiers of service
We offer different levels of service depending on our client requirements. It is possible for the tiered scope and billing to change as needed. Our cost page provides general estimates that are at and around our Silver service level. Actual estimates are provided during the prospective client calls and ongoing when requested.
BRONZE
Prep & Compliance
SILVER
Prep, Compliance, Projection, Advisory
GOLD
Prep, Compliance, Projection, Full Advisory
- Tax prep and extension as needed.
- Required safe harbor estimates.
- Available year-round for questions, needs, and additional services.
- Add Bookkeeping as needed.
- Includes Bronze services.
- Generally includes a mid-year check in and year-end projection.
- Documentation of IRA, strategic account discussion, workplace plan opportunities.
- Disposition planning (stock and asset sales) as needed.
- Includes Bronze and Silver services.
- Quarterly and year-end meetings encouraged.
- Continuous dialogue on opportunities as they arise and circumstances change.
- Pre-tax versus post tax strategic account analysis.
- Tax efficient investment strategy.
- Cash flow net of tax calculations annualized and monthly.
- Household budgeting.
- Asset and liability analysis.
- Annual General Meeting (AGM) with comprehensive needs assessment, goals, establishment of key indicators, and plan.
Additional Projects
Projects may be added as needed at any point in time and may become an addition to any larger billing, such as a tax return completion.
Gillingham cpa
Firm pricing
We are not a fixed-fee operation because a fixed fee incentivizes rushed work. The billing matrix features cost estimates for the most common scenarios. We will occasionally take on some smaller or larger projects, especially if in the early years of business.