Take a proactive approach to your taxes and review strategies to minimize your tax liability

  • Services Include

    Personal Federal 1040 Tax Returns - including all forms and schedules and FBAR

    State Tax Returns

    Personal Tax Planning & Savings Advisory

    Tax Optimization Checklists

    Mid-Year Check-Ups

    Schedule a Discovery Call

*Fee does not include bookkeeping or payroll software fees.

**Additional fee for bookkeeping catch-up or clean-up will be based on transaction volume.