Frequently asked questions

What is Tax Firm Advisory Support?

Tax Firm Advisory Support is a specialized peer-to-peer service designed for tax practitioners and firms that require high-level technical expertise without the overhead of a full-time hire.

How does your product/service work?

Think of us as a "CPA for CPAs." We act as an outsourced technical department or a strategic sounding board to help you navigate complex tax scenarios, mitigate risk, and provide your clients with strategic insights.

How much does it cost?

Our service is provided at an hourly rate of $250/hour. One year subscriptions for blocks of time each month will receive priority scheduling during filing seasons (March 1 - April 15 & September 1 - October 15).

Do you offer foreign tax reporting advisory services?

Unfortunately, we don't currently offer advisory services on foreign tax reporting.

How can I contact you?

Email or schedule here -

Do you offer trust and estate tax reporting advisory services?

Yes, but these services are in high demand, and the wait time could be longer to speak with the family wealth expert.

Are your services provided virtually or in person?

Virtually is the most efficient method, but in-person services are available in the San Jose, CA or nearby Bay Area Locations