OUR SERVICES

Comprehensive Tax & Financial Solutions

From tax preparation to strategic financial planning, we offer a complete suite of services designed to optimize your financial position and secure your future success.

Personal & Business Tax Preparation

Starting at $200

Comprehensive tax filing services designed to maximize your deductions and ensure full compliance with all tax regulations.

Individual and family tax returns
Business tax preparation (LLC, S-Corp, C-Corp)
Multi-state tax filings
Tax return amendments and corrections
Quarterly estimated tax calculations
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Tax Planning & Strategy

Starting at $300

Proactive year-round tax planning to minimize your liability and optimize your overall financial position.

Year-round tax strategy development
Tax implications of major life events
Retirement and investment tax planning
Business structure optimization
Tax-efficient wealth transfer strategies
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Audit Assistance & Representation

Hourly rate: $250

Expert representation and support if you're facing an IRS audit or other tax-related inquiries.

IRS audit representation
State tax audit support
Documentation preparation and review
Correspondence audit assistance
Appeals process representation
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Business Formation & Compliance

Starting at $500

Help establishing your business structure and maintaining all ongoing compliance requirements.

Business entity selection and formation
EIN and business license assistance
Compliance calendar management
Annual filing requirements
Corporate governance consulting
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Bookkeeping & Payroll Services

Starting at $400/month

Professional bookkeeping and payroll management to keep your business finances organized and compliant.

Monthly bookkeeping and reconciliation
Payroll processing and tax deposits
Financial statement preparation
Accounts payable and receivable
Cloud-based accounting setup
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Financial Advisory & Planning

Consultation: $200/hour

Strategic financial guidance to help you make informed decisions and achieve your long-term goals.

Retirement planning strategies
Investment portfolio review
Estate planning coordination
Insurance needs analysis
Financial goal setting and tracking
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OUR PROCESS

How We Work With You

Our proven four-step process ensures you receive personalized service and exceptional results.

01

Free Consultation

We start with a comprehensive discussion of your needs, goals, and current financial situation.

02

Custom Strategy

Our experts develop a personalized plan tailored to your specific circumstances and objectives.

03

Implementation

We execute your plan with precision, keeping you informed every step of the way.

04

Ongoing Support

Regular check-ins and updates ensure your strategy remains aligned with your evolving needs.

Ready to Get Started?

Take the first step toward financial success with a free consultation. We'll discuss your needs and create a customized plan that works for you.

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