Clarity in pricing matters as much as clarity in reporting. Our fees are transparent and consistent, with no hidden charges or unexpected add-ons - just straightforward value and expert service.
Pricing Made Simple
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Effortless Tax Prep
When all you need is a tax return
our service includes:
- A secure client portal to share documents with our team
- Live or video review of your tax return w/our team before your return is filed
- Free educational resources
- Confidence that your taxes are filed accurately and on time.
Personal tax returns Starting at $700
Business tax returns Starting at $1,800
Trust Tax Returns Starting at $1,200
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Advisory That Grows With You
From individual guidance to full business strategy, our plans scale as your financial life evolves.
Tax Strategy Services for Individuals
Perfect for rental property owners and small business owners who file taxes on their personal return. We help you plan for income changes, big life events, and new investments so you can save on taxes and stay prepared year-round.
services offered:
- Review of Prior Year Tax Return
- Annual Tax Planning Meeting
- Year-Round Access for Tax Questions
- Customized Tax Projection (Personal)
- Estimated Tax Payment Planning
- Income Tax Preparation
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Tax Strategy Services for Business Owners
Designed for business owners who file through an S-Corp or multi-member LLC who want a proactive partner to manage both sides of the equation - business and personal. We coordinate entity-level planning with your personal tax position, helping you optimize salary, distributions, and deductions for the best overall outcome.
services offered:
- Semi-Annual Tax Planning Meeting
- Year-Round Access for Tax Advice
- Customized Tax Projection (Business + Personal)
- 1099 Preparation & Owner Payroll Strategy
- IRS or State Notice Resolution
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Bookkeeping & Compliances Services
Whether you’re catching up after a busy season or ready to stay on top of things year-round, our bookkeeping and compliance services bring order and clarity to your financials. We organize, correct, and reconcile your records, monitor compliance requirements, and provide ongoing support to keep your books accurate and up to date so you’re always prepared for tax filings, planning, and growth.
what you'll gain:
- Confidence knowing your numbers are complete and accurate
- Readiness for tax filing, financing, or strategic growth
- Peace of mind that your books reflect your real financial story
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Give Your Business the Best Opportunity for Success
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We're here not just to guide you, but to see you thrive. With our dedicated team of experts, you gain more than just accounting services; you gain allies who are as invested in your success as you are.
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Thanks for your interest in our services!
This is for Potential New Clients only!
1. Click the button below to create an account in our client portal.
2. A questionnaire will be sent to your e-mail immediately for you to complete.
3. Once we receive it back, we will contact you within 48 hours.
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