Pricing
We work primarily on fixed fees based on the forms and schedules your return requires, rather than unpredictable hourly billing. This means you’ll know upfront what your tax preparation will cost.
For work that varies widely in complexity – like calculating capital gains on investment income from non-US sources – we’ll let you know upfront if hourly charges may apply. The time this takes can vary dramatically depending on the documents we receive and the number of transactions involved.
We do our best to provide transparent pricing from the start. After our call, you’ll receive a detailed proposal with itemized fees. Sometimes we discover unexpected complexity as we dig into a return, and we’ll communicate this with you as early as possible when it happens.
Our Approach to AI
Data Privacy First: We never put any identifiable personal client data into AI tools. Your tax information, documents, and personal details remain secure and are handled only by our team and our established, secure systems.
Intentional Implementation: We implement new technologies thoughtfully. Utilizing tools that help us work efficiently reduces costs and allows us to serve more clients. At the same time, we fully understand that the stakes are incredibly high for us in terms of privacy and accuracy. We are intentional and careful in our approach.
Zero Training Data: We only use paid AI services from companies that have policies prohibiting training on the data we input. This ensures that any information we do put into AI tools doesn’t become part of their learning algorithms.
Human Judgment Always: We use AI as a research tool, not a decision-maker. We may use AI to aggregate or search for tax rules and regulations, but we always verify the results and never rely on AI to make decisions about your tax situation. All tax determinations require human expertise and professional judgment.
Enhancing Personal Connections: We aren’t replacing ourselves with AI bots. We use AI tools to work more efficiently so we can dedicate more time and energy to genuine personal relationships with our clients. We don’t use AI chatbots or automated responses – when you communicate with us, you’re talking to real people.
Data Security and Privacy
International Data Consciousness: We understand the complexities of serving clients across borders and make thoughtful technology choices to prevent your sensitive information from traveling across international borders unless this is strictly necessary.
Comprehensive Security Protocols: We are compliant with strict security requirements set forth by the IRS and state departments of revenue and as a company processing EU personal data under GDPR.
Enterprise-Grade Infrastructure: We use virtual computer systems with high security controls, ensuring personal client data exists only on centrally managed secure servers, never on individual team member devices.
Carefully Vetted Vendors: All our technology vendors are carefully selected to meet our standards for data protection and security, including secure document sharing portals specifically designed for tax professionals.
