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Our firm works a bit differently. A tax return is the result of critical planning. Our passion is helping people maximize their post-tax net worth.

While cost is a consideration, we start our client relationships by learning about your goals, discussing your business and life, and considering potential advisory services you may need. We don’t just prepare tax returns. We want an ongoing relationship  throughout the year; we can be proactive rather than reactive.

We are a paperless office and require use of our client web portal. We have staff in Anchorage, Las Vegas, Toronto, Cali and St. Charles! An introductory meeting with Kort typically takes one hour and is only done on ZOOM. There is no charge for the introductory meeting and no tax or business advice will be provided.

As far as cost goes: All first-year tax returns have an initial setup fee that starts at $500. Our tax rate is $240 per hour plus the complexity of the return and returns start at $600. This means for the most basic return, we could setup and prepare in one hour, the first year fee is $500+$600+$240=1340.

Our bookkeeping rate is $100 per hour and most bookkeeping services have a one hour minimum.

Our advisory rate is based on the complexity of the task, tax savings generated and a rate of $275 per hour.