Our passion is in helping people maximize their post-tax net worth. We provide unique services that emphasize advisory and tax planning instead of the typical tax return preparation and accounting services offered by most firms. We build strong, long-term relationships with our clients focused on combining our advisory services (proactive planning) with traditional compliance (tax preparation and accounting services). We start our client relationships by learning about your goals, educating you on becoming tax efficient, and identifying an overall personalized strategy for you.
Although we prefer to be more than just a tax preparer, if you are looking for us to only prepare your annual tax return our individual return pricing starts at $650 and increases with complexity. Business returns start at $800 and increase with any additional services needed, such as bookkeeping.
Once you submit this information our office will be in touch within 48 business hours about next steps.
This information will be used to assist in determining if our firm can assist with your accouting, tax, and advisory needs. Your privacy and data security are important to us. Information you provide on this form is used to generate tailored proposals for services requested by you and is not shared with or sold to other parties.