Are you looking for a responsive CPA?
Business Owners, Corporate Executives, Pre-Retirees, and Inheritance Recipients
- Looking for proactive tax planning?
- Buying or selling a business?
- Navigating stock-based compensation or buy-in agreements?
- Are you nearing retirement?
- Do you have multiple businesses?
- Do you have businesses in multiple states?
- Need to understand the inheritance laws that vary by state?
Do You Have a Complex Tax Situation?
Tax law is complex, and taxes can become overwhelming when you have money moving in lots of places. Let us handle it for you.
Get financial peace of mind.
Make your money work for you.
Keep more of your inheritance.
Service Levels and Pricing
We believe that clear is kind. Take a look at our service levels and pricing below to see if we might be a good fit for each other.
Personal Tax Advising & Compliance
- Detailed tax return analysis
- Annual tax return preparation
- Year-end tax planning
- Capital gain tax planning
- Tax-efficient suggestions for future savings
- Proactive quarterly review meetings
- Availability throughout the year for ongoing advice
Starting at $200/month*
Business Tax Advising
- Year-end tax planning
- Tax return review and preparation
- Small to midsize business consulting
- Employee retirement plan advising
- Customized retirement strategies for small businesses or self-employed professionals
- Business acquisition consulting
- Succession or exit planning support
Starting at $300/month*
Monthly Bookkeeping
- Accurate Financial Tracking and Reporting
- Monthly Reconciliation of Bank Accounts, Credit Card Accounts, and Payroll Accounts
- Time-Saving Solutions
- Recording and Categorizing Transactions
- Sales Tax Reporting (if applicable)
Starting at $400/month*
Wealth Management & Integrated Tax Services
- Everything in our Tax Compliance and Wealth Management services: your one-stop shop for all tax and finance needs
- Goals monitoring and proactive planning
- Expert advice throughout the year
- Tax-smart investing suggestions to maximize take-home earnings
- Investment management, designed for those investing $500,000+
- Detailed growth reports and performance analysis
0.75% – 1.5% AUM,
decreasing as your wealth grows
(plus annual tax preparation fee)
*Services require a minimum contract of 60 days. The average tax client pays $600 per month. The average personal tax return is $225 per month. A personal return is included with a business return filing.
1Complete the Form2Schedule a Call3Get Peace of Mind
1Complete the Form
2Schedule a Call
3Get Peace of Mind