This is a results-based option where you only pay a percentage of the tax savings I secure for you. If I’m unable to save you money, there’s no fee charged. Despite the contingency nature, you’ll still benefit from comprehensive services like annual reviews, filings, and reporting, all included as part of the agreement.

For those who prefer predictable costs, the flat fee option might be ideal. This fee is based on the estimated time I spend managing your account and is typically billed in semi-annual installments. This approach is often favored by clients who are primarily focused on compliance and administrative management.

I believe in accountability, which is why my service agreements are offered "one year at a time." This ensures your satisfaction each year without the need for long-term commitments, unlike many competitors who require multi-year agreements.