Our Offerings

Tax Services

Personal Tax Return Preparation*

  • Base fee depending on marital status:

    • Single = $250

    • Married = $300

  • Add-on:

    • Sole Proprietorship = $150

    • Rental Property = $225

* Example: A married couple with one rental property would be charged $525

Business Tax Return Preparation

  • Corporation / S-Corporation / Partnership = $500

  • LLC = $300

Additional Services

  • Bookkeeping = $79/hour

  • Forming a Corporation, LLC, or Partnership = $600

  • Dissolving a Corporation, LLC, or Partnership = $350

Audit Representation

Have you received letters from a tax agency and aren’t sure what to do with them? Allow us to represent you and defend you against the IRS or other state tax authorities.

Pricing Varies

Financial Services

Investment Advisor Representative

Investing can be intimidating for anyone that is planning their financial future. We help alleviate this stress by working with you to create a tailor-made investment portfolio suitable for your risk-tolerance. We manage the following investment portfolios:

  • Traditional IRAs

  • Roth IRAs

  • Brokerage Investment Accounts

  • 401(k) Rollovers

  • UTMAs (investment savings accounts for children)

1% Annual Fee 

Questions before getting started? Get in touch.