Tax Planning & Prep Services

We work with both individuals and business owners to minimize taxes while not loosing sight of their long-term goals. You should never be surprised come tax time. All our clients end the year knowing how much they will receive/owe, which allows them to stay on track with their goals.

Basic Tax Preparation (Business & Personal)

Starting at $500 for personal & $750 for Business

  • Federal & State returns filed

  • Accuracy Guaranteed

  • Does not included planning or projections

  • Best for those that just don’t want the hassle of filing themselves

Tax Advisory & Planning (Business & Personal

Starting at $900 for personal & $1,250 for Business

  • All prep listed in the prep package

  • Quarterly Meetings to go over tax projections

  • Customized strategies to maximize tax savings

  • CPA “on call” for any questions on tax related issues

  • Best for those who have more than just W-2 income