Tax returns start at $450 for simple cases, and FAN credits are offered to offset the cost (ranging from $350 to $1,500) depending on AUM with FAN Wealth Management.

No – FAN TPG accepts non-wealth management clients on a case-by-case basis.

We recommend uploading documents into the Vault of the FAN Plan client portal.

Clients will receive an email request at least two weeks before their tax projection meeting.  The email will ask for documents such as recent paystubs, pension statements, Social Security statements, and outside investment statements.

FAN TPG will amend your tax returns subject to our normal fee structure.

Absolutely – any client with over $500,000 with FAN Wealth Management automatically qualifies for a yearly tax projection meeting, and we encourage all clients to take advantage.

No, tax meetings can be done remotely or in person.

Clients will receive tax organizers by the end of January.  The organizer will list what documents are needed based on the prior year return information.  New clients should refer to their prior year tax return to see what documents will be needed.

Please reach out to your tax preparer so we can help resolve the issue.  Any amended returns that are required due to FAN TPG’s error(s) will be prepared at no additional cost.