It all starts with a consultation.
Our client-accountant relationship begins with an initial consultation to ensure we understand your unique tax needs and goals. Once you inquire, we will schedule a $150 consultation via video or phone. During your 30-minute session with a tax professional, you will have the opportunity to review your specific tax situation, discuss our pricing structure, learn how to estimate the cost of services, and ask any questions you may have. If you decide to move forward with our services within 90 days, $100 of your consultation fee will be applied as a credit toward your first invoice, making it easier to get started with confidence.
Our Services
Our comprehensive tax preparation services cater to both individual and business taxpayers. Recognizing that taxes can often feel complicated and time-consuming, our experts go the extra mile to uncover all possible tax-saving opportunities for you, while ensuring that you meet federal and state reporting requirements. Enjoy peace of mind knowing that your taxes are in capable hands.
Starting at $200.
Tax Preparation
Tax planning is about preparation, not reaction. Whether you’re earning new income or launching a business, we help you understand the tax impact in advance, minimize liabilities where possible, and make confident, informed decisions.
Starting at $150.
Tax Planning
If you’re behind on tax filings or have received an IRS notice, we assist with analyzing the issue, preparing required documentation, and developing a plan to resolve the matter. While we do not currently represent taxpayers before the IRS, we guide you through the process and help ensure all steps are handled correctly.
Starting at $300.
Tax Resolution
Stay organized and operate with confidence using our bookkeeping services. We specialize in year-end financial preparation for independent contractors and growing businesses. QuickBooks Online cleanup and ongoing maintenance offered on a limited-capacity basis.
Starting at $150.