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.

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.

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.  

Are you open year-round? 

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

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.

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!