Our Services
Individual Tax Return Preparation Services
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Individual Tax Return Preparation Services ---
Tax return preparation only. Time spent advising or on other compliance billed hourly.
Ideal for clients looking to outsource personal income tax preparation to a trusted professional.
*Begins at $575 and increases with size and complexity [w-2-only clients are eligible for a reduced rate contingent upon review of prior year tax return]
Tax return preparation and one annual planning meeting, including follow-up communication.
Ideal for clients interested in collaboration with a CPA.
*Begins at $825 and increases with size and complexity
Tax return preparation, unlimited consultations and planning meetings (meaning one all-in, fixed bill), and priority filing.
Ideal for clients interested in close relationship with a CPA, valuing fixed-fee budget billing, and/or needing expedited turnaround time on tax work.
*Begins at $1,475 and increases with size and complexity
Business Tax & Individual Add-Ons
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Business Tax & Individual Add-Ons ---
A net worth assessment is in incredibly useful tool for planning your financial future and understanding the steps you need to take to achieve your long-term goals. Building and reviewing a personal net worth statement allows us to quickly assess where you stand on the path to financial independence and helps you develop strategies to build your ideal lifestyle with intention. Our assessment delivers actionable next-steps to help you reach your personal and financial goals this year, next year and 20 years in the future. It may be the best investment you can make in yourself today!
Begins at $375 and increases with size and complexity
*This service is not available from Feb 1 - Apr 15
Coverage for up to ten hours of time spent on your behalf working to resolve tax notice(s).
$100 annually for the primary tax return, $60 for each related tax return.
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!
Phone: 317.960.4870