Tax Services

Individual Taxes

Tax Preparation: 

  • Simple returns starting at $750 (W-2 income, equity market investment income, itemized deductions)

  • Complex returns starting at $3,000 (solopreneuer business income, real estate income)

Tax Planning & Advisory:

  • Ongoing tax planning and advisory service available starting at $500/month, including tax preparation depending on engagement timing

Business Taxes

Tax Preparation:

  • S corp tax returns: Starting at $4,000

  • Partnership tax returns: Starting at $5,000

  • Corporate tax returns: Starting at $5,000

Tax Planning & Advisory

  • Ongoing tax planning and advisory service available starting at $750/month, including tax preparation depending on engagement timing

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