Tax Preparation is available through a partner firm DeafTax and the rates are for investment clients only. The type of the tax preparation available is federal and state income tax return for individual, married, trust, estate, and business who is an investment client of DeafInvest.
No fee for all-inclusive investment clients.
50% of the DeafTax published price for portfolio only and robo-advisory investment client up to $500K assets under management then 25% of the DeafTax published price for assets over $500k under management
DeafTax published price can be found at HERE under “Pricing”.