tax preparation for nonprofit professionals

what we hear during tax season

I Spend Too Much Time Preparing My Taxes

Problem: Even with tax software, it takes you hours or days to gather your documents, prepare the return, and ensure it’s accurate.

Our Promise: Enjoy your Spring and weekends. We spend time analyzing your documents and preparing your return so you can focus on what matters most.

Tax Preparation Calendar - Pay It Forward Financial Planning

Our pricing

  • Ongoing financial planning

    Pay It Forward Financial Planning clients pay a monthly fee for non-investment management services.

    Fees can range from $100 - $350 per month depending on your income level and complexity.

    You will be provided a proposed fee prior to engagement.

    Schedule your meeting

  • investment management

    Our clients pay a separate monthly fee for investment management. This fee is deducted from your investment account(s). The fee is structured as follows:

    $0 - $500,000: $200/month

    $500,001 - $1,000,000: $350/month

    $1,000,001 - $1,500,000: $500/month

    $1,500,001 - $2,500,000: $650/month

    $2,500,001 and above: $800/month

    Frequently asked questions