Individual Tax Compliance

Individual tax services start at $750.

Individual meetings, consultations, and research services start at a $200 upfront retainer and are billed by the hour at $200 per hour.

We specialize in advanced individual taxation. Our clients typically have real property activities, non-standard investment portfolios, employee stock and deferred compensation, business and self-employment income, trust/estate matters, multi-state exposure, and foreign tax disclosures.
We believe in the importance of establishing an in-person connection with our clients and building rapport.


The best time to contact us for the annual tax preparation engagement is in the months surrounding the year-end – November through January. Our client list fills up fast, and those wishing to avoid filing an extension are encouraged to reserve their spot early.

Please contact our Jacksonville FL office to schedule an appointment.

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