MSO YEAR-END TAX PLANNING FREQUENTLY ASKED QUESTIONS

1. Is There a cost for the Meeting?

Yes. DRDA will charge for our time based on our hourly rates. A typical meeting may last anywhere from 30 minutes to 2 hours depending on the questions you have.

2. Is there a fee for the MSO YE Tax Planning plan?

Yes. The fee will be based on our hourly rates. It typically takes 1 to 2 hours to prepare the plan. Our clients have generally found the tax saving to be well in excess of the cost.

3. What is tax planning and what does it consist of?

Tax Planning consists of optimizing your cash flow and tax reduction. It is simple trying to optimize your tax position and asset protection. You will be able to learn more from your DRDA Account Manager when you meet with them.

If you have any further questions, please call our office (281) 488-2022