My commitment is to give you the service that you deserve. I offer comprehensive tax, advisory, and accounting services to meet all of your personal or business needs. I work collaboratively with you to ensure that your books are clean and that your income tax filings are completed timely and accurately. I take a holistic approach to your particular tax situation, evaluating your long-term goals and objectives to ensure all angles are fully considered before you make significant decisions.
When deciding on prices for the services that I offer, I was left with two choices. The first was to go mass market and try to serve as many people as possible. The problem is that I wouldn’t be able to provide great service because I would be overwhelmed with returns to prepare like most other firms out there. (Many clients come to me because they’re just not getting responses from their prior accountant because of this very issue.)
My second option was to require a little higher investment on your part, but in exchange I’m able to devote more of my energy and resources to solving painful problems for you. So, I’ve decided to leave the low-level solutions to the other guys and instead ask a little more but provide a lot more value in return.
If that sounds interesting, take a look below and then visit my Contact page to reach out and explore whether we would be a good fit for each other.
Tax Preparation Services
Tax prep only – starting at $850/year
This is best suited for…
Returns or individuals without a small business or who prefer to maintain a high degree of control over their own research, recordkeeping, and organization. Clients understand and take full responsibility for any tax autopsies or tax bombs resulting from a once-per-year engagement. Tax-related surprises are most frequent in this category.
What’s included?
- Complete income tax preparation, including federal, all states, and property tax returns as applicable
- Quarterly estimated tax payment calculations with return (if needed)
- Tax Tune-up to ensure adequate taxes are withheld for W-2 filers
- Free assessment of any tax notices. Tax resolution services will be priced independently with a separate engagement letter if not caused by us
- Summary email with major points to consider and recommendations for saving more money on taxes
- Unlimited email support (three business day turnaround at most)
- Contact us for a custom quote, including a complementary review of your two prior tax filings!
Ongoing Services Option #1 – starting at $207/month
This is best suited for…
Returns and individuals with or without a small business (filed on their personal return – Sch C) who appreciate additional planning or strategizing to cover all their bases. We work together to eliminate the risk of tax autopsies and tax bombs. This level includes written responses to IRS notices and updated estimated tax payments throughout the year, as well as basic bookkeeping reviews if needed.
What’s included?
- Includes all of the above plus…
- Free written responses to all tax notices
- Annual planning call to dive deeper on topics that are of interest or benefit to you
- Expedited response to emails (two business days)
- Phone/Google Meet calls by appointment
- Basic bookkeeping reviews (quarterly)
- Contact us for a custom quote, including a complementary review of your two prior tax filings!
Ongoing Services Option #2 – starting at $297/month
This is best suited for…
Returns or individuals with or without a small business who are ready to offload the annual stress of tax filing and want to answer the age-old question, “Do I need to do anything with that document come tax time?” Let go of your tax preparation woes and let an expert handle everything for you.
What’s included?
- Includes all of the above plus…
- Quarterly check-ins to help you stay on track toward your annual goals, whether for your personal situation or for a small business
- Basic bookkeeping reviews (monthly)
- Priority response to emails (usually one business day)
- Peace of mind tax resolution (phone, email, or letter responses included)
- Contact us for a custom quote, including a complementary review of your two prior tax filings!
Business services (S Corps, Partnerships, and C Corps)
Service offerings
- Business tax returns – $150+/month
- Full-service bookkeeping – $500+/month
- Cash Flow Forecasting – contact for custom quote
- Payroll – contact for custom quote
Add-ons
Additional Services
- Tax planning/projections – $1,500+/each
- Tax notice resolution – $400+/each
- Ad hoc consulting – $250/hour
Click here to request an appointment to discuss your tax situation further!