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   LPA Table of Contents

Please let us review the numerous benefits of our "Annual Retainer Fee." For one low annual fee starting at $660.00 or $55.00 monthly,
you are entitled to receive the following:

• Tax Return Preparation - Each return is prepared with both the past and the future in mind. (This is called tax planning, a concept that is foreign to many of those who only prepare taxes.) After being completed, each tax return is further reviewed by a tax theory examiner for accuracy and continuity. We use state-of-the-art tax software which has unequaled diagnostic and audit-avoidance features. Through this firm you will receive the largest tax-liability reduction allowed by law. The fee for this service is based on the number of forms in your return.

• Audit Representation - At some point in your tax filing life you "will be called before the Internal Revenue Service" to justify the various items on your tax return. Various witnesses before the Congressional Committees have described this process as a kin to a Spanish Inquisition. Should this or represent you before the IRS. The customary fee for this service is $1,200.00. Our Audit Insurance is priced annually at $180.00 per Tax Return.

• Hard Copy Financial Planning - Depending on your individual needs and wishes, a comprehensive written financial plan will include some or all of the following: A) Summary of your goals and objectives, B) Statement of net worth, C) Budgeting and Cash Flow requirements, D) Retirement Planning, E) Insurance and Estate Planning, F) Culminating in the preparation of a flow chart. The customary fee for this service is $900.00.

• Financial and Tax Advice - This includes ongoing regular financial advice on across - the - gamut topics for you and your immediate family. This also means preparing W-4 Adjustments, Quarterly Tax Estimates, County Assessor Tax Forms, Home loan and refinancing advice, Major Purchase Guidance, etc. The customary fee for this service is $185.00 Hour. 

You may also obtain Investment Advice through MTR’s Portfolio Papa$  division; you can receive personal investment advice for regular and periodic asset allocation of your 401k, 403b, TSA or TDA.  To learn more about this service visit www.portfoliopapa.com.