Services

The following is a brief summary of some of the services we will provide and their estimated cost. A formal proposal based on your individual company's actual operations will be prepared for each engagement.

SERVICES	DESCRIPTION	ESTIMATED ANNUAL FEES
Monthly Newsletter with weekly notices and alerts	Weekly, Monthly	No Charge

Question/Answer email or telephone communication	Initial conference less than 1 hour	No Charge

Presentation Services (Various Topics)	Topics such as "Financial Balance" that relate personal, business, and third party issues	Minimum Standard Fee $3,000 plus expenses

Personal Financial Balance	Review of financial position with recommendations	$2,000 to $2,700

On Location Services	Two to three Professionals visit your offices for two to three days. Accounting, Consulting, and Builder Services Specialists. Review documents and tax returns, job site, policies and procedures. Prepare report of findings.	Minimum Fee $5,000 to $7,500 plus expenses

Year End Planning	Review of interim financials, preparation of projected tax plan with proposed tax savings solutions	$1,500 to $3,000

Year End Services	Preparation of compiled or reviewed financial statements and preparation of tax returns	Require review of all corporate information. Formal proposal prepared for each engagement