Helping Individuals and Businesses with Taxes and Finances

Services Offered

Tax Preparation

Tax Planning

Tax Audit Resolution

Bookkeeping

Business Financial Planning & Analysis

CFO Services

Ad Hoc Tax Consulting

Investment Advice

Personal Financial Planning

Differentiation

01

WHITE-GLOVE SERVICE

We will clearly explain all aspects of your tax return from preparation to filing.

02

Secure online Portal

You can easily upload documents, sign forms, and retain documents in our portal.

03

ADVISORY

We proactively identify tax savings and resolve potential tax issues for you.

Prices

individual

1040 Tax Preparation

Tax Planning

5 hours of consulting

Starting from $1,500

Individual + 
small business

1040 Tax Preparation

Tax Planning

10 hours of consulting

Quarterly Bookkeeping

Financial Planning & Analysis

Starting from $5,000

individual +
Business Entity

1040 Tax Preparation

1120 | 1120-S | 1065 Tax Preparation

Tax Planning

10 hours of consulting

Monthly Bookkeeping

Financial Planning & Analysis

Starting from $8,000

Ready for the next step or have questions?