Tax planning and preparation are a large part of your finances and we are in a unique position of understanding our client’s entire financial picture and goals.
Our Tax Preparation services are ideal for families and individuals who do not have the time or confidence to prepare their own taxes or who have received sub-par service from their current tax preparer.
$160/hour for a minimum of 2 hours - hours depends on your needs.
Start by scheduling a Tax Prep Initial Call with us. We can give you a quote on the call.
Preparation and filing of Individual Tax Returns. We do not prepare C Corp, S Corp or Trust tax returns.
Start by scheduling an initial call. After the call, we will send you a link to our very easy to use online data collection portal with your personalized electronic list of items needed to complete your return(s). No more big clunky paper data gathering binders for you! We will complete your return and send it to you for review. Then, we file your final return with the IRS and provide you a copy of your return for your records. In addition, we will discuss any tax planning strategies that can be implemented for the following year to improve your financial picture.