When “Reporting Only” is a Good Fit

For clients with basic filing needs & simple finances.

If you can check *all* boxes on this list, the Reporting Only option may be a good fit for you.

1. Reporting Only

• You are not self employed. Most of your income is reported on a W2 from your employer.
• You do not wish to start or join a business in the near future.
• You do not own (or are a partner in) multiple real estate holdings.
• You have less than $100k in retirement and/or investment accounts.
• All your income is earned inside the US.
• You don’t want/need expert advice to pay the least tax possible.
• You don’t want/need a partner to help you reach your goals faster