*Includes personal tax preparation for yourself and spouse only. Any other returns/preparations for children, trusts, and/or businesses will result in a bill for that extra work, but we do have good relationships and will negotiate your costs down.
**This feature/benefit will be available starting 1/1/2016 for our clients who are residents of Ohio. Maximum value of $2000 every four years. If your estate planning exceeds the maximum payable by our firm, your attorney will bill you the difference, which should only occur in the most complex situations.
***You must use LastPass, comply with our policy of non-custody, and hold all other available assets with us that are reasonably possible.
****Must be at our office or a webconference.
The cost is $125/mo. plus our asset management fee schedules below. This subscription fee is currently waived if you have more than $250,000 in AUM
rF Fee Schedules: