WHAT DOCUMENTS DO YOU NEED TO GET STARTED?

Bank statements, brokerage statements, tax returns, supporting documentation for real estate activity, and the governing documents such as Will or Trust Agreement.

HOW DO YOU COLLECT THE DOCUMENTS?

For each family, we maintain a separate portal that complies with AICPA standards for sharing information.  Documents can be loaded onto the portal by clients or by our staff if physical copies are provided to us.

HOW MUCH WILL ACCOUNTING COST?

We charge different hourly rates (Managing Director or Staff) for our work, depending on complexity of the task.
The cost of an accounting varies based on several factors:

Time period of the accounting

Generally, accounting for two years of activity costs less than account activity of ten years or more .

Number of transactions

The fewer transactions, checks, deposits, interest, dividends, the less time it takes us to record the transactions; the greater the activity, the greater the time.

Number of accounts

When there are individual accounts, such as one brokerage and one checking account, the process is shorter.  When there are multiple accounts, such as credit cards, bank accounts, multiple brokerage accounts, the process is longer.

Information available

When source documents such as bank statements, brokerage statements, tax returns are well organized and complete, the process takes less time.

How the information will be used

We can deliver information for formal or informal use.

Let’s Get in Touch

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