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Advisory engagements are quoted as a fixed fee based on scope, with cost segregation studies and entity return work priced separately. Pricing is set before work begins so the value of a strategy can be weighed against its cost.
It depends on the strategy. Entity elections, retirement plan adoption, and accountable plans can often be put in place quickly, while cost segregation studies typically take several weeks and material participation positions require a full year of documentation.
A prior year review to identify recoverable overpayments, a forward-looking plan quantifying each recommended strategy, implementation support including entity filings and plan documents, and ongoing coordination so decisions are made during the year rather than reconstructed afterward.
Preparation reports what already happened. Planning changes what happens, and nearly every meaningful strategy has a deadline that falls before year end. A return filed in April can only reflect decisions that were made months earlier.
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