We look forward to earning your business. We believe in full transparency on pricing so you are not surprised once your tax return and/or services have been completed. No hidden costs or fees. What you see on our fee schedule and the service tier that you choose is what you will be charged. If our CPA determines additional work or forms need to be completed that are not on the fee schedule, then your approval will be required before proceeding. See our list of services and pricing below.
Perfect if you are just looking to get your tax return completed.
Perfect if you are looking to get your tax return completed and guidance on how you can reduce your tax burden for next year.
(based on prior year results and forecast of current year tax implications)
For the risk averse. Tax return prep, planning, and audit representation in the unlikely event you receive requests for more info or audit notification from the IRS.
(Any letters, requests for additional information, or audit requests will be handled by our office.)
Perfect if you are just looking to get your tax return completed.
Perfect if you are looking to get your tax return completed and guidance on how you can reduce your tax burden for next year.
(based on prior year results and forecast of current year tax implications)
When your business begins to grow we can help.
(Any letters, requests for additional information, or audit requests will be handled by our office.)
For business owners that need a financial professional that they can count on to help guide their business.
For Compliance and Compliance + packages, if needed.
Original or renewal application. I can certify your documents so no need to send them in.
We will discount or pay a one-time fee of $25 per referral once referring customer services have been completed and paid. No limit on number of referrals.
Discount for students. Student must be at least part time.
Add a footnote if this applies to your business
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