Tax, Legal, Bookkeeping and More

We aren’t lawyers, accountants or bookkeepers, but many of our clients need these and other services, and would like Outpost to work closely with their team in all areas of financial life. Through our professional services coordination offering, we are able to become the single point of contact for billing and, more importantly, engage with the pros who help your family succeed. Whether you already have an excellent team for us to work alongside or need guidance as you assemble one, we’re ready to help.

Can you do my taxes?

Info about coordination

I need a will or trust, do you do that?

Info about coordination

What other services do you coordinate?

These.