Clarity. Trust. Results.
Your trusted partner for financial growth and tax savings.
Clarity. Trust. Results.
Your trusted partner for financial growth and tax savings.
Understanding Your Needs
By understanding your unique financial priorities, we tailor our approach to deliver personalized solutions that align with your goals and exceed your expectations.
Our Services
Our firm delivers personalized tax planning and precise preparation to optimize your financial position and preserve your wealth.
Building Trust
Trust isn’t given — it’s earned. We build trust by delivering real results with integrity, transparency, and consistent communication.
Price List
Tax Preparation and Tax Planning Bundles
Transparent, fixed-price tax return and tax planning packages for individuals and businesses.
Foundation Plan-Income under $250K
$2,000
Includes:
- One year of tax preparation (personal return)
- One tax planning session (60–90 minutes)
- Year-round email support for tax questions
Growth Plan(Income $250K-600K)
$4500
All Foundation Plan Features, Plus:
- Quarterly estimate tax calculations
- Quarterly planning meetings
- Retirement & investment tax strategies
- Strategic entity review
Professional Plan(Income $600K-1M)
$7500
All Growth Plan Features, Plus:
- Full-service tax prep (personal + up to 4 business returns)
- Monthly planning meetings
- Cash flow modeling & tax projection
Premier Advisory Plan(Income 1M+)
Starting $12,000
All Growth Plan Features, Plus:
- Full-service tax prep (personal + up to 6 businesses)
- Unlimited consultations
- Business expansion & budgeting advisory
- Custom pro forma modeling & long-term tax optimization
Specialized Services
Tailored Solutions
Tax Return(Two Tax Returns)
$1000
- One Return with one business + a simple tax return(one W-2 or student tax return)
Essential Tax Planning
$1500
- Designed for income between $100K–$250K
- Includes deductions, credits, and retirement tax strategies
Advanced Tax Planning or Tax Preparation
$2500
- For income $350K+
- S-Corp, C-Corp, Partnership, Rental
- Up to 3 business
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