FEES

At Lighthouse Tax & Consulting we strive to provide our clients with the highest value for fees charged. Our fees are directly related to the difficulty of our client’s situation. Factors that influence the complexity and thereby impact fees include:

• Foreign Assignment Issues

• Number of state filings

• Foreign Tax Credits

• Tax Equalization Requirements

• Amount and Type of Personal Investments & Deductions

• Business Ownership and / or Self–employment status

Each client’s situation is reviewed independently and an appropriate fee is negotiated prior to the commencement of any work. An engagement letter is prepared and signed by both LTC and our client to ensure that both parties understand the terms of our engagement.
 

Once a fee is agreed upon it is all-inclusive for the tax return process. This includes discussions surrounding the tax return preparation; follow up questions upon delivery and even on-going tax questions that may come up throughout the year. Our goal is to develop a relationship with all our clients that fosters open communication throughout the year – without the fear of receiving large invoices. Should such questions / issues rise to the level of incurring a consultancy fee – it would be discussed with the client immediately, before the fee is assessed.
 

Sample fees:

• Average Returns $500 - $1,000

• Difficult Returns $1,000 & up

• Consulting fee: $250 per hour

Initial consultations are free of charge. Consulting fees are only charged for pre-arranged, agreed upon projects.

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