OUR SERVICES

Build wealth by planning ahead.

Tax Preparation

Expert Tax Preparation Services Tailored to Your Needs

  • Tax Return Preparation: We handle all the paperwork, ensuring accurate and timely filing.

  • Quarterly Tax Estimates: Stay ahead of your tax obligations with our proactive approach.

  • Streamlined Procedures: Say goodbye to hassles—we make filing quick and efficient.

  • Maximum Deductions and Credits: We leave no stone unturned to optimize your tax benefits.

  • Tax Return Review: Our meticulous review ensures accuracy and peace of mind.

  • Annual investment starting at $300

    One time onboarding fee applies. The amount varies based on complexity and other factors.

  • Annual investment starting at $550

    One time onboarding fee applies. The amount varies based on complexity and other factors.

Finances can be difficult to manage at any stage of life or career.

Our goal is to provide you with everything you need to embark towards your financial independence.

Understanding that each circumstance is unique, we will arrange a specific number of meetings on a case by case basis.

Financial Coaching

  • 3 meetings for $600

    NOTE: Special rates apply for our community outreach clients.

Tax Planning

All services included in standard tax preparation plus:

  • Semi-Annual Consultations: Check-ins to assess your financial goals and adjust tax strategies as needed.

  • Business Structure Analysis: We evaluate your business structure to minimize tax liabilities and enhance efficiency.

  • Executive Compensation Analysis: Tailored advice on executive compensation to maximize tax benefits

  • Capital Investments Tax Strategies: Optimize your investment portfolio with tax-efficient strategies.

  • Charitable Giving Tax Planning: Leverage tax advantages while supporting causes close to you.

  • Retirement Savings Review: Ensure tax-efficient retirement planning for a secure future.

  • Major Life Events: From marriage to parenthood, we guide you through tax implications during significant life changes.

  • Year-Round Communication Access: We’re here whenever you need us, not just during tax season.

  • Tax Authority Resolution: If you encounter tax-related issues, we’ll advocate for you.

  • Starting at only $100 per month

    One time onboarding fee applies. The amount varies based on complexity and other factors.

  • Starting at only $125 per month

    One time onboarding fee applies. The amount varies based on complexity and other factors.