What does it cost to have your tax return prepared ?
Charges are based upon the complexity of your tax return. For most salaried or commissioned employees tax return fees start at $250 a year. Fees for entrepreneurs and independent contractors are just slightly higher. Last year more than half of the firm's clients paid less than $500.
What does financial advice services cost ?
This CPA does not subscribe to the ongoing percentage management fee for advise method. Your costs are determined instead by the types of financial products you hold through this office. Visit our affiliated website for an explanation of the difference.
OFTEN ASKED QUESTIONS:
Q. What other services do you offer ?
You are visiting Lew's Tax Practice and Family Website.
For information about the Financial and Planning Services Lew is licensed in please visit our afiliated website CLICK HERE
Q. I prepare my own return. Do I need to have you prepare my tax returns in order to utilize your other services ?
No. However, audit representation is not available if we're not also preparing your tax returns.
Ask us about our "eMail your Turbo-Tax self-prepared return to us for review" and tax analysis services.
Q. I want to keep 100% of my financial matters with another advisor. Can I use you only for tax prep?
No. Sorry you can not park in my parking lot, if you are not eating at my restaurant. :-(
Q. I thought I heard you say you are retired. What gives?
Semi-retired would be a better description. I have an arrangement with a CPA with National Firm experience, for her to handle a lot of the tax preparation work. This allows me to stay focused on client strategic planning issues.
Such as :
Transitioning from the " Accumulation" stage of life to the,
"Spending" portfolio generated retirement income stage,
while at the same time
dealing with Social Security elections,
while at the same time
dealing with RMDs (IRA required annual minimum distributions),
while at the same time
keeping in mind tax wise charitable giving and legacy issues,
Really, this is not a challenge you should approach as a
"Do It Yourself Project"!
Are we a good fit for each other ?
THAT DEPENDS ... we should talk about it
Most clients tell me they left their former accountant, because all that the prior CPA firm was interested in was how much they could charge.
That preparer showed no interest at all in improving the quality of the client’s financial situation.
If you feel you would prefer a more holistic approach, this is the CPA firm for you.
The clients of this firm feel the most valuable part of our relationship is that Lew serves as a Financial Coach.
As long as you remain a client, “together” we will “always” know what are your financial priorities and monitoring the progress we are making towards your next goal.
"Mr. Rubinstein takes care of your financial buiness in a relaxed, informal atmospher that makes you want to kick off your shoes" Dallas/Ft. Worth Business Journal
" A 2011,2012,2013, 2015, 2016 Dallas / Fort Worth Five Star Wealth Manager"
TEXAS MONTHLY
