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.
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)
- Payroll 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 typically)
- Contact us for a custom quote, including a complementary review of your two prior tax filings!
Ongoing Services Option #1 – starting at $147/month
This is best suited for…
Returns and individuals with or without a small business (filed on their personal return) 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/Zoom 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 $227/month
This is best suited for…
Returns or individuals with or without a small business (filed on their personal return) who are ready to offload the annual stress of tax filing and trying 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 – $400+/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 – $200/hour
Click here to request an appointment to discuss your tax situation further!