E-Book Update


I added a new definition to the e-book and fixed a few typos. Download it for free here.


My intention with the e-book was always to increase knowledge in other people and provide information that I think they will find useful. If I can create a better dialogue for other people, that is something that I appreciate greatly.

Just out of a sense of honesty, I will admit that I would love if people became interested in me as a CPA and CFP after reading my e-book. I would love if people decided to hire me based on the things they read. Another intention I have is to  become better and expand my personal body of knowledge, so I would appreciate any comments on the e-book (good or bad).


I will continue to update the e-book with definitions and other small sections in the future. I also plan on writing other e-books in the future if there is demand. These e-books will expand upon the concepts introduced in the first e-book. If anyone has any other topics that they really want me to write about, please contact me.

Fee Structure

Rate Assets Under Management
1.44% Below $125,000
1.00% Between $125,000 and $750,000
.85% Between $750,000 and $1,250,000
.80% Between $1,250,000 and $1,750,000
.75% Between $1,750,000 and $2,500,000
.70% Between $2,500,000 and $3,250,000
.65% Between $3,250,000 and $4,250,000
.60% Above $4,250,000

A single rate is applied to the entire account. So a person with a $750,000.01 account pays less than a person with a $750,000 account. I will waive personal tax return fees for accounts over $1 million. For accounts that are above $5,250,000, we’ll need to discuss a custom rate.

As I’m writing these to help my readers, I would be very appreciative of any input in regards to what I should write next. If you want me to write about a particular topic, please contact me. If you would like to submit a post to my blog, please contact me.

Questions for the comments

To anyone who read my e-book, what did you think of it? To anyone who hasn’t downloaded it, what can I do to make it more appealing to you?

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