Services
Tax and financial services built for real situations.
From a single tax return to ongoing CFO support, we work with individuals and businesses who need accurate work and straight answers.
Tax Plans
Proactive strategy, not just filing
Initial tax diagnostic and strategy meeting
Written annual tax plan
Implementation guidance and check-ins
Quarterly planning meetings
Midyear and year-end tax projections
Quarterly estimated-tax calculations
Reasonable-compensation review
Entity-structure analysis
Business return (1120-S, 1065, or Schedule C)
Individual Form 1040
One state return per entity
Year-round email access
IRS notice review
Annual tax-plan update
Tax Preparation
Individual and business returns
Individual income tax returns (Form 1040)
Business tax returns (S-Corp, C-Corp, Partnership, LLC)
Self-employment and contractor returns
Estate and trust returns
Amended returns
Prior-year filings
Multi-state tax filing
Bookkeeping
Accurate books, always current
Monthly account reconciliation
Accounts payable and receivable
Payroll support
Financial statement preparation
QuickBooks setup and cleanup
Year-end close and tax prep handoff
Comfort Letters
Professional third-party confirmation letters
Self-employment income verification
Business existence confirmation
Ability-to-pay letters for lenders
Landlord and lease application letters
Financial standing letters for banks
Custom letters for specific institutional requirements
Fractional CFO
Strategic financial leadership on demand
Cash flow planning and forecasting
Budget development and monitoring
KPI tracking and financial reporting
Banking and lender relationship support
Fundraising and investor preparation
Exit planning financial preparation
Forensic Accounting
When the numbers have to be exactly right
Fraud investigation and detection
Litigation support and expert testimony
Business valuation
Damage quantification
Financial dispute resolution
Insurance claim support
Tax Plan Pricing
All-inclusive fixed-fee packages.
Each package includes proactive planning, advisory support, and annual business and personal tax returns. No hourly surprises.
Essential
$4,500 – $6,000
per year · $375 – $500 / mo
Sole proprietor or simple single-owner business
Most Popular
Strategic
$7,500 – $10,000
per year · $625 – $833 / mo
S corporation owner needing year-round planning
Advanced
$12,000 – $18,000+
per year · $1,000 – $1,500+ / mo
High-income owner, multiple entities, rentals, or complex strategies
Strategic Package Includes
Initial tax diagnostic and strategy meeting
Written annual tax plan
Implementation guidance
Quarterly planning meetings
Midyear and year-end projections
Quarterly estimated-tax calculations
Reasonable-compensation review
Entity-structure analysis
Business return (1120-S or 1065)
Individual Form 1040
One state return each
Year-round email access
IRS notice review
Annual tax-plan update
Not sure where to start?
Schedule a free consultation and we will find the right fit.
Schedule Free Consultation