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.