Tax Preparation, Planning, and Representation
Tax Expert Witness Services
Mary Rae Fouts, EA, CFP®
    
Mary Rae Fouts, EA, CFP® employs an objective and pragmatic advisory approach to address and help resolve client concerns.   Clients, located throughout the United States, typically have concerns involving technical or complex tax, insurance, and financial matters.   Mary maintains an office in her home in the beautiful San Francisco Bay area community of Pleasant Hill, California. 

Compensation:  Tax, Consulting, and Expert Witness Services are billed on a time and materials basis, subject to Mary's hourly rates, expense reimbursement, and any minimum fee for the respective service.  

Fiduciary Standard of Care: 
Professional services are provided in the clients' best interests using fiduciary standards.

Client Privacy:  Download Fouts Financial Group's Client Privacy Policy here.

Electronic Communication and Document Transmission:  Clients (or a client's authored representative) must have access to email and Internet services.  For electronic transmission of sensitive or confidential client information, as well as emails 10 MB or larger, Mary uses an encrypted ShareFile service for secure transmission.  For clients sending such information and emails, Mary will provide an encrypted ShareFile link for secure transmission.

Letter of Engagement:
  A Letter of Engagement detailing professional services and fees, signed by Mary and Client(s), is required for all engagements




For More Information

Contact Mary at
(925) 979-9972 or Mary@FoutsFinancialGroup.com
.  Thanks for stopping by!