Explore Our Services
Pricing Built Around Your Scope
We start every engagement with a baseline investment that covers core deliverables, then refine your rate based on your specific requirements—such as multi-state activity, account volume, asset types, and specialized strategy needs. Schedule a discovery call to receive an exact, all-inclusive quote for your business or personal taxes.
Business Services
Discover a broad range of specialized services thoughtfully designed to simplify your day-to-day operations and advance your strategic goals. From turn-key management solutions to expert consulting and practical implementation, we deliver the clarity, tools, and hands-on execution you need to move forward with confidence and purpose.
Stay compliant, organized, and confident at tax time without year-round overhead. We review your balance sheet and profit & loss statement annually, ensuring your financials are accurate, reconciled, and ready for clean business tax filing.
What’s Included:
Annual Financial Review: Comprehensive year-end review of your Balance Sheet and P&L.
Business Tax Return Preparation: Full preparation and filing of your annual business tax return.
Secure Client Portal: Dedicated access for document sharing and support desk email inquiries.
Audit-Ready Documentation: Accurate, compliant records delivered before tax deadlines.
Available Add-Ons:
Individual Owner Tax Return (Form 1040)
On-Demand Strategic Advisory Consultations
Prior-Year Bookkeeping Cleanup & Catch-Up
State Sales Tax Forms
Take the guesswork out of your monthly performance. With monthly after-the-fact recording, account reconciliations, and structured quarterly reviews, you’ll always know where your cash is going and have the insights needed to make informed business decisions.
What’s Included:
Monthly Financial Close: Timely recording, categorization, and monthly bank & credit card reconciliations.
Monthly Reporting Packet: Comprehensive P&L, Balance Sheet, and variance summaries delivered each month.
Quarterly Strategic Meetings: Dedicated sessions to review trends, discuss tax planning, and adjust goals.
Business Tax Return: Complete annual business tax return and year-end filing included.
Available Add-Ons:
Full-Service Payroll Processing & Compliance
Individual Owner Tax Return (Form 1040)
Job Costing & Class / Department Tracking
Gain the power of a complete accounting team and a strategic CFO without the expense of full-time hires. We solve your daily paperwork headaches—handling weekly bookkeeping, payroll, and vendor bills—while maintaining a running cash-flow forecast. No more guesswork or financial stress—just clear guidance to protect your cash, increase profits, and grow your company’s total value.
What’s Included:
Priority Weekly Close & Bookkeeping: Weekly account reconciliations across unlimited accounts and clearing registers.
Fractional CFO Leadership: Scheduled video strategy sessions, KPI tracking, and custom executive dashboards.
13-Week Rolling Cash Flow Forecast: Proactive cash runway modeling and working capital management.
Full Payroll & 1099 Compliance: Turnkey payroll administration, direct deposits, W-9 tracking, and annual 1099 filings.
Complete Tax Management: Annual business tax returns, state tax filings, and year-round proactive tax strategy.
VIP Priority Support: Direct access to your dedicated CFO advisory team.
Individual Services
Managing your personal finances and tax obligations shouldn't be confusing or stressful. We provide straightforward, reliable individual tax services designed to optimize your returns, keep you compliant, and save you valuable time. Whether you need an accurate seasonal tax filing or proactive year-round planning, we make the process smooth, secure, and hassle-free.
Get your personal tax return filed accurately, securely, and without unnecessary phone calls or appointments. Simply upload your W-2s and tax documents through our encrypted client portal, and our team will prepare, reconcile, and e-file your return smoothly before the deadline.
What’s Included:
Standard Tax Filing: Form 1040, Schedules 1–3, Schedule A (Itemized Deductions), and Schedule B (Interest & Dividends).
Single Resident State Filing: Complete preparation and electronic filing for one resident state.
Secure Digital Portal Intake: Guided online questionnaire and secure document upload.
Draft Review & E-Sign: Digital draft delivery with secure e-signature authorization (Form 8879).
Email & Portal Support: Dedicated support desk assistance (48–72 hr response SLA).
Key Add-Ons:
Additional State Return: $150
Prior-Year Tax Filing: $400
1-on-1 Tax Projection Consultation: $350
Additional Add Ons
Take the headache out of tracking rental depreciation, capital gain transactions, freelance income, and quarterly estimated taxes. In addition to preparing your full tax return, we conduct a dedicated mid-year estimated tax review to calculate your safe-harbor benchmarks and generate updated payment vouchers—ensuring no surprises or IRS underpayment penalties at tax time.
What’s Included:
Everything in Tier 1, plus:
Mid-Year Estimated Tax Calculation Review: Dedicated mid-year projection to recalculate quarterly payment amounts, review safe-harbor thresholds, and provide updated payment vouchers.
Rental Real Estate (Schedule E): Full rental income/expense review and depreciation schedules for properties.
Self-Employed / Sole Proprietor (Schedule C): Review of business expense logs and 1099 income.
Investments & Capital Gains (Schedule D): Stock sales, crypto disposition reporting, and capital loss carryovers.
K-1 Reporting: Pass-through reporting for up to 2 standard partnership or S-Corp K-1s.
Notice Protection: Coverage for basic IRS/state math error and document mismatch inquiries.
Priority Portal Support: Expedited email & portal response (24–48 hr SLA).
Key Add-Ons:
Additional State Return: $150
Schedule C Expense Cleanup & Reconciliation: $125/hr
Prior-Year Tax Filing Catch-Up: $400
Designed for taxpayers with sophisticated holdings and multi-jurisdiction requirements. We manage multi-state apportionments, complex passive activity loss limitations, multi-asset dispositions, and Form 8949 reporting—all delivered with VIP portal priority and audit correspondence backing.
What’s Included:
Everything in Tier 2, plus:
Multi-State Tax Filings: Multi-jurisdiction resident, non-resident, and part-year returns.
Unlimited Pass-Through K-1s: Comprehensive Schedule E Part II reconciliation, basis tracking, and passive activity loss calculations.
Complex Asset Schedules: Multi-asset depreciation, 1031 exchange tracking, and disposition reporting.
Equity Compensation & Dispositions: Form 8949 reporting for RSUs, ISOs, ESPPs, and complex capital assets.
Audit & Notice Defense: Full response and correspondence support for IRS and state tax notices.
VIP Priority SLA: Fast-track 24-hour business day portal and email turnaround.
Key Add-Ons:
S-Corp Election & Formation Setup: $750
Standalone Tax Strategy Consultation: $500
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Ensure your dependents’ tax filings are handled seamlessly alongside yours. We prepare and file federal and state tax returns for dependent children who have earned income from part-time jobs or unearned income from investments, ensuring full compliance and maximizing any eligible tax credits.
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Go beyond standard compliance with proactive, year-round planning. We analyze your complete financial picture to identify tax-saving opportunities, model different scenario outcomes, and structure your income, investments, and deductions to minimize your overall lifetime tax burden.
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Get dedicated, one-on-one time with a senior tax professional whenever life or business changes arise. Whether you are navigating a major career transition, buying real estate, starting a side business, or planning for retirement, we provide clear, strategic guidance to help you make informed decisions.
Our Process
Plan with Purpose
We define a clear, strategic financial plan tailored directly to your business goals.
Collaborate Openly
Transparent communication and shared alignment - no black boxes or hidden complexity.
Integrate Seamlessly
We onbaord your business into our proven financial workflows to ensure clean structure, compliance and efficincey.
Deliver with Care
Dependable, audit-ready financial insights and advisory you can trust to drive growth.