Remember to File Your Taxes

I would just like to remind everyone to immediately bring in their tax documents (w2s, interest income, etc.) to their CPA or accountant so they can get their tax return filed. If you fail to file a tax return, you will face severe financial penalties.

This is the busiest time of their year for CPAs and they have many returns to file. Your return may have to be put on extension if you wait any longer. Being put on extension is just more work and hassle for everyone so I would recommend you avoid that if possible.

If you have any questions about what forms to bring in, please contact whoever prepares your taxes. They are happy to talk to you.

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. Please contact me if you would like to submit a post to my blog.

If you’re interested at all in finance, please consider downloading my free e-book. The book contains my thoughts on investment management and some information that I think everyone should know. You can also download it below.

E-Book Download

Learn About My Business


Leave a Reply

Your email address will not be published. Required fields are marked *