- Income Tax Preparation
- Personal Financial Statements
- Financial Planning and Consulting Services
Prices are subject to volume and complexity of tax forms. After a brief discussion we can give you a price quote based on this list.
- Basic plus more complex tax forms related to freelance, single-member LLC, brokerage activity, rental real estate, K-1 activity, multiples states, employee stock options, etc…
- High Net Worth Individuals that require a tailored approach to their tax compliance and financial planning matters.
- Income Tax Filing
- Bookkeeping and Accounting
- Payroll and Sales Tax Consulting
- Business Consulting
- Outsourced Controller/CFO Services
- Financial Statement Compilation
Ask about our full service packages!
Tax plus – Quarterly
- Income tax return preparation, setup and quarterly consulting on bookkeeping, payroll, sales tax, owners personal tax situation