Since 1986, we have provided personal tax services to employees at Fortune 100 companies such as Baxter, Kraft, Motorola, eBay, Sun Microsystems, Viacom, and professional firms such as Baker & McKenzie, Grant Thornton, McKinsey, and many more. Our personal tax services are consultative, and are customized for the busy executive and their families. As well, we offer comprehensive tax services to those with complex tax situations and they include business owners, investors, professionals, entrepreneurs, and foreigners doing business in the U.S.
Our personal tax services and processes are designed to provide outstanding client service to individuals and their families irrespective of where they live or work.
Our clients are employees and entrepreneurs and may be involved with: multiple state filings; multiple K-1s and investments; real estate (professionals & investors); oil & gas; trading & investing; the professions; corporate employee benefits such as stock options and other complex tax issues; IRS and other regulatory agency resolution matters; foreign business income; U.S. residency & citizen issues, and more.
We prepare personal (and business) tax returns for all 50 states and all local jurisdictions. State Nexus is currently the hottest issue in taxation.
Our Process
If you would like to consider becoming a personal tax client of The CPA Exchange, please Email or Fax a copy of your most recently filed personal tax returns, so we have a starting point of analysis. After we receive, we will email you to schedule a complimentary phone conference to review the tax returns, as well as your current situation. Personal tax returns portray many aspects of our client’s lives, but they only go so far. We are interested in where you want to go, what your aspirations are, both professionally and personally.
Many clients come to us with unfiled tax returns from the current or prior year(s). If this situation applies to you, please Email or Fax a copy of the first page of your most recent correspondence from the IRS. We will then contact you to discuss. Please do not ignore unfiled tax returns – we can normally resolve expeditiously, and we will explain your situation to IRS.
Our Fees
We are trusted advisors to our clients and we bill for comprehensive professional services, not simply preparing tax returns. Most personal tax clients pay between $1,500 and $3,000 annually, dependent on their specific situation. Some clients pay $500 annually, and others pay $5,000. We generally bill twice a year – a Retainer during the fall months, when we do a comprehensive review of the current year, and then we bill upon the completion of the tax returns for the prior year.
