Tax services

Everything you need to plan and prepare your business for tax season.

How it works

We meet with our clients to determine their specific tax needs, both current and future. We work throughout the year to optimize tax savings and answer any questions. Tax savings can come from a variety of sources from increasing processes to entity structure, to knowledge of deductions–we find the strategy that fits their needs.

Helping business owners control their finances with confidence.

what you’ll get

We find that most people accept they need to pay taxes but are frustrated with the process, unknown results, and deadlines. That’s why we make sure our clients are walking away with more knowledge of their situation with every conversation. Although we can’t guarantee tax savings, we can look at items during planning and optimize for the future–often leading to less taxes.

About the process

frequently asked:

  • We request, deliver, and transmit all data electronically. This avoids issues with mail, physical security, and risk of loss.

  • We use the most trusted software in the industry to ensure all documents are secured by utilizing encrypted email or portal access when possible. This includes whenever documents are uploaded, delivered, signed, and transferred to you or from you.

  • Our firm operates remotely, and only in rare circumstances do we make appointments in person. We have meetings over video or phone call.

  • All of our individual tax fees are billed up front upon signing our engagement letters. We invoice based on estimated fees and only when necessary would we bill additional fees. These fees are based on the time, effort, and complexity of the situation.

Competitive pricing

For tax preparation

individuals

$1,000+

For individuals who have:

  • W2s

  • 1099 tax forms or other income and deductions

  • Other unique situations such as equity awards, rental property, K-1s, etc

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owners & businesses

$2,000+

For businesses such as:

  • Partnerships

  • S Corporations

  • C Corporations

  • Non-profits

  • Sole proprietorships

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For tax planning*

tier 1
tax planning preview

For taxpayers with W2s and no business income

$499+

Includes:

  • Estimate of projected tax outcomes

  • Review W2 withholdings

  • Tax payment recommendations

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tier 2
tax planning individual

For taxpayers with W2s and rental and/or investment income (no business)

$999+

Includes all services in Tier 1 plus:

  • Rental income/loss consideration

  • Investment income/loss consideration

  • Evaluate & recommend individual tax savings opportunities

  • Free meeting with an investment advisor

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tier 3
tax planning business

For businesses, including Schedule C

$1,999+

$499 per additional partner/owner

Includes all services in Tier 1 and Tier 2 plus:

  • Estimate of projected business income/loss

  • Evaluate and recommend business tax savings opportunities

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*PLEASE NOTE:
Tier 1 and Tier 2 don’t include W4 preparation or Estimated Tax Payment Vouchers
Time to collect or prepare accurate business records, estimates, or handle specialized tax items will result in additional fees
Tax information and details are shared via secure email and virtual meetings

★★★★★

“I cannot express the relief I have knowing that my business and taxes are in safe hands. They offer amazing support and have helped me navigate many issues that have come up as a result of owning a small business, as well as offering great support as we grow. Communication is fantastic and my questions are always addressed quickly.”

Alexandra Camacho
Owner, Acid Queen Jewelry

see if we’re a good fit

Complete our first-time client survey if you're interested in working with us.

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Give yourself the gift of more time

Hiring a CPA to manage your finances is one of the best things you can do to save yourself time and stress. Spend more time doing what you love!