Service Offering
Individual income tax return preparation only.
Does not include tax meetings, planning, or consultations - these services (if requested) will be billed hourly.
*See below for tax return price disclosure
Individual income tax return preparation.
Includes one annual planning meeting.
Ideal for clients interested in collaboration with a CPA.
*See below for tax return price disclosure
Individual income tax return preparation.
Includes unlimited consultations and planning meetings - no additional bills
Ideal for clients interested in collaboration with a CPA wanting to avoid time-spent or project-related bills.
*See below for tax return price disclosure
*Prices listed are for low-complexity tax returns. Clients with moderate and advanced complexity (ie - rental properties; K-1 investments; cryptocurrency activity, numerous tax documents, etc.) or requiring special one-time, project work will be charged an additional fee based on time spent.
What is a net worth assessment and why is it valuable? Similar to a periodic oil change, it is prudent to periodically assess the health of your current and future financial position. An annual net worth checkup is like taking a look under the financial hood of your wealth building vehicles (so to speak) offering quick and useful insights on your net worth trajectory that spark actionable ideas to improve personal financial outcomes 5, 10, or 30 years in the future. It may be the best investment you can make in yourself today.
Whether you currently work with a financial advisor and would value the additional/different perspective of your financial journey from a CPA or you do not want to pay the full fees of a financial advisor and would like someone with a financial background with whom you can discuss your financial journey, our net worth assessment provides value at any stage of your financial journey.
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!