For clients navigating significant financial transitions — a business sale, inherited assets, an international move — tax decisions don’t exist in isolation. The Concierge Tax Advisory relationship is designed for exactly this complexity: ongoing, proactive tax counsel informed by your complete financial picture. Don’s PFS credential means this counsel reflects the integrated planning standards of the AICPA, not just a tax return.
What’s Included in the Concierge CPA Engagement
A concierge engagement is an annual relationship for year-round decision support. It covers:
Tax return preparation
Tax return preparation
Federal and state returns for individuals, businesses, trusts, and estates, prepared with the same technical depth as any standalone engagement.
Year-round tax planning
Year-round tax planning
Mid-year and year-end projections, multi-year planning, and scenario modeling for major decisions.
Year-round availability
Year-round availability
Phone and email access for questions about Roth conversions, charitable gifts, equity compensation, real estate, business decisions, estate planning, and anything else where tax and planning intersect.
Quarterly check-ins
Quarterly check-ins
Scheduled working sessions each quarter to review your year-to-date position, discuss upcoming items, and adjust planning as circumstances change.
Advisor coordination
Advisor coordination
Direct communication with your attorney, financial advisor, business broker, or other professionals so your tax and planning work is integrated, not fragmented.
Secure document portal
Secure document portal
A client portal for storing returns, planning memos, engagement documents, and other reference materials.Who Can Use a Concierge CPA
Concierge advisory is for clients whose situations have enough complexity – and enough decisions over the course of a year – that an ongoing relationship makes more sense than one-time engagements.
If you’re a W-2 employee with a single source of income and straightforward investments, standalone tax preparation may be enough. But if your situation involves multiple income sources, significant assets, business or family complexity, or anticipated major transitions, the concierge model is built for you.
How Fees Work
The concierge annual fixed fee, paid in installments throughout the year, covers everything described above for the engagement year.
Fees are based on:
Most concierge clients find the all-in fee comparable to what they were previously paying for return preparation plus ad hoc planning consultations – with substantially more proactive value.
How to Get Started
1
Book a Call
We discuss your current situation, financial planning needs, and whether concierge advisory or a focused consultation is the right fit.
2
Onboarding
We review your prior-year returns, overall financial picture, and anticipated decisions, then set the foundation for the year ahead.
3
Better Financial Outcomes
With advice and availability throughout the year, you’ll feel confident about your financial decisions and keep more of what you’ve built.
How to Get Started
1
Introductory Consultation
We discuss your current situation, financial planning needs, and whether concierge advisory or a focused consultation is the right fit.
2
Onboarding
We review your prior-year returns, overall financial picture, and anticipated decisions, then set the foundation for the year ahead.
3
Better Financial Outcomes
With advice and availability throughout the year, you’ll feel confident about your financial decisions and keep more of what you’ve built.
