Services

Prepare. Plan. Prosper.

 

We provide tax preparation and financial consulting services with a special emphasis on supporting small business owners, individuals newly entering the workforce and others with limited money management experience. Our services are geared toward helping you prepare for tax season as well as successfully manage your financial outlook all year long.

Choose from the following services based on your needs:

 
 

Tax Preparation

We’ll work closely with you to prepare and file your annual individual or quarterly business tax returns while also helping you create financial habits that will reduce tax stress in the future.

For: Individual and Small Business Tax Returns

Form 1040 and state return with no itemized deductions Cost: $175

Form 1040 and state return with itemized deductions Cost starting at $250

Small Business taxes Cost starting at $350

After April 1 +25.00 will be added.