Tax Preparation & Strategy


Our tax services are designed to empower individuals and businesses by capturing deductions and credits and implementing proactive tax strategies.

A badge that says certified quickbooks level 1 proadvisor.

BASIC TAX FILING


Starting at $200

For individuals and small businesses with straightforward tax needs.


Services Include:


  • Tax filing for individual (Form 1040) or simple business returns.


  • Standard deductions and credits applied.


  • State and federal filings.

COMPREHENSIVE TAX FILING


Starting at $650

For individuals or businesses with more advanced tax situations.


Services Include:


  • Tax filing for individuals or businesses with advanced structures.


  • Tax planning to minimize liabilities and maximize deductions.


  • Support for multi-state and federal filings.


  • Year-round support and advice.


ADVANCED TAX FILING


Starting at $1,150

For high-net-worth individuals or businesses with complex tax situations, seeking proactive tax planning.


Services Include:


  • Tax filing and strategy development; forecasting, and planning.


  • Investment and business structure optimization.


  • Estate planning and advanced deductions.


  • Year-round strategic support and audit assistance.


  • Hourly consulting available.