Expert Tax and Accounting Services

Most individuals will qualify for our base rate price of $350; however, final pricing is based on the complexity of your specific situation - such as additional schedules, businesses, rentals, multiple state filings, or tax credit eligibility. Before we begin you return, we can provide you with a free quote. 

We generally send out a Client Packet in the beginning of January with a letter and a very simple tax organizer. You will need to fill out the organizer and either bring the completed organizer along with all tax documents to your in-person meeting or upload all of the documents to the Client Portal before your virtual meeting. If preferred, you can also mail the documents to us. We will then have a brief in-person or virtual meeting to go over any questions you might have and to address any additional clarification I might need. After that, I will work on your return and then reach back out when the return is completed.

Yes we can! The first state tax return is included in the price and we charge $90 for each additional state tax return. 

Yes, we do business returns!  We work with small one-person businesses, partnerships, and S Corporations as well as individuals with farms or rental properties.

We do work with estates and trusts. When someone passes away, it can be very overwhelming - with all of the legal paperwork, financial documents, taxes, and grieving. We will walk you through every step to ensure that you have someone to assist you and help alleviate some of the burden of making sure your loved one has all of the tax obligations fulfilled. 

Yes, we do business returns!  We work with small one-person businesses, partnerships, and S Corporations as well as individuals with farms or rental properties.