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Solutions to help you prosper...

Frequently Asked Questions

  1. What is the FISCAL FITNESS process?

    • We do not have a cookie cutter process. We prepare a comprehensive factfinder for each client to determine the best strategy.

  2. How much do you charge and how is it calculated?

    • Our fees are based on the complexity of the client's situation.

      • Tax Prep

        • Individuals & families start at $150

        • Businesses (corporations, partnerships, non-profits) start at $350.

      • Consulting

        • Business Consulting fees start at $200.

        • Financial & Retirement planning fees start at $200.

  3. Can you work with clients in other states?

    • Yes, we have clients in all regions of the country, we utilize technology to facilitate the services needed.  

  4. Are you open year-round? 

    • Yes, we are open all year, we don't shut down after April 15th. 

  5. What type of clients have you served?

    • We have served employees of Altria/Phillip Morris, Capital 1, Dupont, Suntrust Bank, and various government agencies, etc.

  6. What if I'm not sure that your firm is the right fit for me? 

    • We offer a FREE 20-minute initial consultation to discuss your needs, goals, and how we can help you to meet your objectives!   

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