TPC works with a wide range of clients and families throughout the United States. Most of our clients have a household income of over $250k per year and/or a net worth of $1 million or more.

Yes, our tax team and their services are often included within a client’s planning agreement (typically one Federal return and two state returns). TPC’s tax team also offers additional services such as corporate tax returns, trust tax returns, and tax returns for children or other family members for an additional fee.

TPC is a fee-only firm, meaning that we only get paid by our clients. We receive no compensation for recommending one investment over another, one attorney over another, or one type of insurance over another. We make recommendations because we believe they are in your best interest.

At TPC, our emphasis is on providing every client with excellent quality and client service. As a result, we take on a limited number of new clients annually.

Every TPC planner meets with their clients 2-4 times a year based on their client’s preferences and needs. We are also in communications throughout the year by email or phone on a range of topics that are specific to each client, INCLUDING tax planning and preparation if applicable for that client.