Service Packages
Taxes are the single biggest detriment to wealth accumulation. Choosing your CPA is not an area to be penny-wise and pound foolish.
Compliance
Personal Returns start at $1,000
Business Returns start at $2,000
One-off engagements start at $300/hour. For Retirement Plans, Asset Management and Estate Planning, please see the Partners Page.
When you need your tax returns prepared by an expert but want to fly solo the rest of the year.
Billed annually at tax time
Includes:
Federal, State & Local Tax Prep & Review
Collaboration
Price quote requires initial consult
Subscribe to your CPA for year-round access.
Billed monthly
Includes Compliance Package +
Assistance with Notices
Quarterly Tax & Financial Planning Meetings
Year-Round Access for Questions
Concierge
Price quote requires initial consult
For business owners who understand the value of their time.
Billed monthly
Includes Collaboration Package +
Bookkeeping
Payroll
Business Consulting
The Results
“Whatever it is, the way you tell your story online can make all the difference.”
— Quote source
