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.

Tax Prep Only (Business & Personal)

  • 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

Interested? Email us.

Tax Prep + Planning (Business & Personal

  • 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 own a business or have more than W-2 income

Interested? Email us.

Pricing: We believe pricing should be based on the value provided, not the baseless hourly rates. With that in mind, our pricing scales with the size of the business.

Examples of Pricing are:

  • $2 Million Construction Business - Prep Only: $1,500

  • $2 Million Construction Business - Prep + Planning: $2,800

  • $10 Million Construction Business - Prep + Planning: $8,500