Services

---

We now offer specialized advisory services to help individuals and businesses navigate complex tax regulations, optimize tax liabilities, and ensure compliance with tax laws.

• Strategic tax planning for 10+ years
• Estate planning
• Long term investment strategies
• Working closely with your broker, attorney, insurance agent, etc. to implement & supervise your unique plan
• Virtual storage for all your important documents provided
• Pricing depends upon the return on investment
  • Simple plans start at $5,000
  • More complex plans range from $15-20,000

Keeping track of your finances is essential for any business. Our bookkeeping & accounting services ensure that your financial records are accurate and up-to-date, so you can focus on growing your business.  

We provide a triple guarantee of:

• Tax planning (quarterly meetings)
• Tax compliance
• Audit

Fee structure:

• 1.5% of annual gross income (*Subject to $1500/month minimum)
• 1/2 of the yearly fee must be paid upon contractual agreement as a retainer

Not ready for full-service bookkeeping but like the idea of tax planning and support?  We offer the following for an annual fee:

• 1 personal 1040 tax return
• 1 1065 OR 1120 tax return
• 1 state tax return (if applicable)
• Quarterly tax planning & compliance
• Bookkeeping support (including QBO issues)
• *10% discount on any additional tax returns required

Fee structure:

• $3500/year

For those of you who simply need a tax return prepared each year or any other individualized requirements, we offer the below schedule of items for the designated fees offered by our staff:

• 1040 personal return: $395 (minimum)
• 1040 + schedule business return: $700(minimum)
• 1065 (Partnership) & 1120 (Corporate) tax returns: $1500(minimum)
• State tax returns: $150/per state
• Business tax returns: $200
• Tangible Personal Property tax returns: $200
• Payroll compliance filings: $200
• Tax Planning: $275/hour
• Personal Tax Consulting: $275/hour w/David Brown
• Business Tax Consulting: $500/hour w/David Brown
• QBO training: $150/hour w/Justina Hix
• 1099, 1096, W2, W3 preparation: $15/item per form

Don't see the service you need?  Reach out to our office using the button below.