Fees for Services

The following is an estimate of common fees for asset protection and tax hep services. The list of fees and services is not intended to be complete and/or exact and may change from time to time. The amount of fees varies from case to case depending on the circumstances and the exact amount of costs for your matter will be provided to you after the evaluation of your individual matter.

Hourly Rate $450

Services billable at the hourly rate will usually require a deposit based on the estimated time necessary for your individual matter.

Consultation $350

We do not offer free consultations. However, we will apply the initial consultation fee against the cost of any services that you hire us to provide.

Case evaluation and basic investigation of liability $700

Case evaluation is necessary in most trust administration and business matters in order to determine what the nature of your case is and what services will be required. Case evaluation includes basic document review and a meeting with your attorney for strategy development.

In tax help cases, we will need to do an investigation to determine how much is owed, when the debt arose, what penalties have been added, and what options does the client have for resolution.

Tax Audit and Notices

Representation at the IRS or other tax audits is usually billable at the hourly rate, because it is nearly impossible to predict how much time will be needed.

All audit services will require a retainer of $4,500 to start working on your case. Additional deposits will be required as the matter progresses.

Tax settlements

Installment Agreements

Procedure and standards for IRS payment plans is different based on how much you owe. Therefore, our fees will also depend on the total amount owed.

Offer in Compromise

The fee will also depend on how much you owe.

Tax Planning Services Hourly

Asset Protection Services Hourly

Prenuptial/Postnuptial Agreement $4,500 - $8,500

Property Agreement $2,500 - $3,500

LLC Formation and Operating Agreement $2,500 - $6,500

Business Succession and Professional Practice Succession Planning Hourly

Payments

There are no hidden costs. Your total estate planning fees will be determined at the initial consultation and included in your Agreement for Services.

You can pay by cash, check, or credit card. All credit card payments are subject to the credit card processing fees of 2.95% payable by client.

Flat fees may be divided into 2 payments: 2/3 payable at the commencement of the services; 1/3 at the completion of the document drafts. We will let you know in advance when you need to pay and what the amount will be.

What Clients Are Saying

We met with Milda Goeriz to update our trust. She was very friendly and knowledgeable. She completed the revisions very quickly and kept in constant communications with us via secure email. We met at both of her offices, Carmel Valley and Murphy Canyon. Both were very comfortable and were adherent to good practices for COVID 19 prevention.We received great advice and I liked having all of our paperwork loaded onto a thumb drive.

Steve C.

Milda was very helpful, patient, professional and answered all of our questions. She was very responsive and met deadlines for creating documents. After a horrible experience with another attorney, I definitely recommend working with her! She did a wonderful job preparing our estate plan.

sahoffm1

Milda is an awesome estate planning tax lawyer, very knowledgeable and thorough. She developed my estate plan and made something complex for me easy to understand and create. Highly recommended!

D Mo

Milda was recommended to us by a good friend and we are so glad that we went with Milda for our estate planning. She was very meticulous with our estate planning and we were very pleased with the final estate documents that she prepared for us. Milda was patient and thorough when answering all of our many questions throughout the entire process. Milda was also very responsive whenever we sent emails or left messages for her. Overall, we were extremely impressed by Milda's professionalism and the quality of her estate planning services.

Jason Lin

We reached out to Milda for her help with estate planning. She was very professional and very responsive throughout the entire process. At our final meeting she provided a hard copy of the final documents, had it organized with tabs within a fancy binder, and also provided a digital copy. We were very pleased. Thank you!

Joel Herold

Excellent work in preparing a complex multi country trust/will combination. Excellent response time. Excellent use of state of the art communication tools (multi country video conferencing) and procedures in actual Covid-19 environment.

Helmut Huemmerich

We loved working with Milda. She is very warm and welcoming which makes us feel very comfortable working with her on our trust. She provided real life scenarios based on her experiences and provides options, pro and cons that helped us make good decisions. Milda exceeded my expectations and gave me sound piece of mind. It's not easy planning for the worst but hoping for the best.

Kim Nguyen-Wong

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