An extension grants you additional time to file, not to pay. The original due date of your tax return is when the payment of your balance owed is due.
Frequently asked questions
Who is my Cohesion® contact?
We will issue you a relationship manager upon your onboarding with our firm. You can also be routed to the appropriate person by calling our office at (214) 528-4511.
How do you price your services?
We price our tax, outsourced accounting, and Fractional CFO services on a flat fee basis, paid in monthly installments. We will be happy to provide you with a customized quote.
We price our wealth management services based on an AUM model ranging from .25% – 1.25%, not including platform fees.
Do the flat fee/subscription arrangements exclude anything?
Our flat fee arrangements are built on personalized scopes of work. Anything not scoped at the time of the proposal may fall outside of your plan.
Common exclusions are:
- Technology Fees (Quickbooks, etc)
- Travel & Expenses (postage, reimbursables, etc)
- Taxes, Penalties, and Interest Owed
Do I have to use all of your services?
No, but we do have an annual minimum of $10,000 for all new clients. Utilizing multiple service lines can be a great way for you to receive the most value.
How do I access my tax returns/files?
Please click HERE to access your Secure Client Folder via Citrix Sharefile.
Where are your clients located?
We service clients all over the state, country, and world. Borders do not prohibit us from having a conversation on how we can help.