EvansVFO
Services

Choose the engagement that fits.

From a polished annual return to a full virtual family office — three tiers, all built around continuous, multi-year tax planning.

Standard

A thorough, well-prepared annual return with deadline-driven tax filings.

  • Business and personal income tax return preparation
  • Estimated tax filings
  • Gift tax return preparation
  • Annual tax planning
  • Year-round tax planning
  • Zoom tax return review meeting
  • Cost reduction strategies
  • Coordination with investment advisors
  • Holistic financial planning
  • Cash flow planning
  • Customized family office software
  • Exit / succession planning
Most chosen

Enhanced

Year-round planning, cost-reduction work, and coordination with your investment team.

  • Business and personal income tax return preparation
  • Estimated tax filings
  • Gift tax return preparation
  • Annual tax planning
  • Year-round tax planning
  • Zoom tax return review meeting
  • Cost reduction strategies
  • Coordination with investment advisors
  • Holistic financial planning
  • Cash flow planning
  • Customized family office software
  • Exit / succession planning

Family Office

A full virtual family office: holistic planning, cash flow, custom software, and exit strategy.

  • Business and personal income tax return preparation
  • Estimated tax filings
  • Gift tax return preparation
  • Annual tax planning
  • Year-round tax planning
  • Zoom tax return review meeting
  • Cost reduction strategies
  • Coordination with investment advisors
  • Holistic financial planning
  • Cash flow planning
  • Customized family office software
  • Exit / succession planning

Not sure which fits? Book a 30-minute call and we'll talk it through.

Get started

A short conversation goes a long way.

Most prospective clients know within thirty minutes whether continuous tax planning fits their situation. No prep required.

Schedule on CalendlyOr request the book