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Tax Services for Individuals
Our comprehensive individual tax preparation focuses on reducing your tax liability. By maximizing available and ever-changing tax credits and deductions, we ensure you benefit from every opportunity under current tax law. Our services emphasize full federal and state compliance while maintaining clear communication and collaboration with you and your wealth advisors to achieve your financial goals.
Tax Preparation
& Compliance
Tax Planning
Advisory
Business Packages & Pricing
We are dedicated to providing your business with the highest quality in accounting, tax preparation, planning and consulting services.
Compliance
Minimum investment $3,000 retainer
Best for businesses that just need the essentials handled
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Business Tax Preparation
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Year-end financial statement review and adjustments
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An hour of annual advisory support
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Email support
Minimum investment $950/mo
Core
Best for sole proprietors and closely held businesses that need year-round support
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Full service accounting including monthly transaction review, account reconciliations
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Tax strategy and planning meeting
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Priority support (48hr response time)
Premier
Custom Package
Best for established and fast growing businesses that need ongoing tax and advisory support
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Everything in Core
- Proactive tax planning meetings
- Financial reports preparation and review
- Ongoing strategic consultation to meet the needs of the business
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