Services
First Pitch Planning and Tax provides tax preparation, tax planning, and a suite of financial strategy services, all at affordable rates.
Tax Services
Planning Services
Services
Tax Services
My goal is to be as flexible as possible in serving client’s tax preparation and planning needs.
Unlike many CPA firms, I am available to meet with you live (for local residents) or on Zoom (for clients outside of Georgia) to gather and discuss your tax situation. If you need documents picked up, I can offer that service. Alternatively, we can share documents at any time on my secure portal. I can work with the process that works for you.
As the new tax year approaches, a variety of new services are being provided through First Pitch’s partner Protection Plus.
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$1 Million Tax ProtectionTM
If you receive a tax notice, audit, or inquiry, Protection Plus provides up to $1,000,000 in services to reach a resolution.
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Identity Theft Restoration
If you fall victim to a tax or non-tax identity theft incident, Protection Plus will assist in restoring your identity as quickly as possible.
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$2,500 Tax Preparation Guarantee
If a legitimate error is made in preparing your return, Protection Plus provides reimbursement for additional fees, penalties, and interest up to $2,500.*
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Fees are based on time and complexity. Every client’s situation is unique. People have different income sources, reporting requirements, questions, and goals.
Pricing is provided in ranges. These are meant to provide you a reference but do not apply to a specific person or situation. For a specific quote about your situation, please contact us.
- Individual Tax Returns: Most are in the $300-$1000 range
- Additional tax planning meetings, usually in the fall, begin at $100
- Basic business returns start at $500
Services
Planning Services
Beginning in 2026, I am no longer offering a full suite of Financial Planning services, which included support for all phases of your financial life
The current services available are shorter term engagements, which are in the form of strategy sessions to recommend courses of action for several areas of your financial journey. Examples are:
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Social Security/Medicare decisions |
Compensation Management (e.g. RSU’s, ISO’s) |
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Debt Repayment |
Investment Account Analysis |
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Charitable Giving |
Diversification |
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H.S.A. Education |
Education Savings |
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Employee Benefits |
Insurance Analysis |
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Long-Term Care |
Retirement Spending Plan |
Pricing for these Strategy Sessions begins at $500 and could go up depending on complexity. Base sessions would include 2-3 live meetings and a set of recommendations and solutions for client consideration. Discounts will be available to current tax clients. The goal of First Pitch remains the same. I want to help you develop and meet the financial goals of your family.
Contact Us
Call or email to schedule a free one-hour intial assessment