Pricing & Services

 
 

Financial services starting at $100/hour.

Testimonials from our Clients »

 

Initial Consultation

Free — We're happy to meet with you to review your personal or business tax liabilities and explain our services. 

Tax planning - 

Personal or Business: $100/hour — We help you understand your estimated tax liability for the current year so that you're not hit by any "unexpected surprises" when your tax return is filed the following year.

BUSINESS planning

$100/hour — We help you set up your financial accounting to ensure you are capturing income and expenses correctly so that your financial information and tax returns are accurate.  If bookkeeping is not your thing, we are happy to recommend local companies that provide that service. 

 

Tax RETURN Preparation

Varies Depending Upon The Return's Complexity — Our pricing is based upon the number and complexity of the tax return forms needed to file your return.  Because of that, we offer a no-obligation guarantee: we'll work with you to enter all of your tax return information and then let you know the cost.  You're under no obligation until you make the decision to complete the return with us.

IRS REPRESENTATION/RESPONSES

Included — If you receive any IRS questions or letters for returns we have prepared, we will assist and even represent you responding to the queries. 

 

All Major Credit Cards Accepted