We make taxes simple, because life is complicated enough.
Complete individual and business tax services
Welcome to our website!
This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.
Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.
Tax Savings & Solutions
Our tax experts have the skills and know-how to make sure you meet all your tax obligations without paying a penny more than you owe. If you have tax problems, we’ll help you resolve them and get a fresh start.
Integrity & Responsibility
Trust is the cornerstone of a successful business or financial relationship. From providing honest advice based on sound analysis to saving trees with paperless options, we hold ourselves to the highest standards of client service. That means peace of mind for you.
Peace of Mind for the Future
Whether it’s family financial security or the ongoing growth of your business, long-term success comes only with in-depth analysis and careful planning. We have the knowledge and expertise to set you on a solid path toward your goals, so you can relax.
Services
Tier 1 of Service
Starter Package
(For small businesses with $150k – $250k in revenue)
- Bookkeeping with Quickbooks Online
- Quarterly Estimated Tax Payments
- Quarterly Financial Reports
- Annual Financial Strategy Meeting with me
- Business Tax Return Filing and Compliance
*Additional Fee for payroll processing partnered with ADP
Monthly Fee – $795/month
Tier 2 of Service
Growth Package
(For small businesses with $250k – $500k in revenue)
- Bookkeeping with Quickbooks Online
- Quarterly Estimated Tax Payments
- Monthly Financial Reports
- Semi-Annual Financial Strategy Meetings with me
- Business Tax Return Filing and Compliance
- Payroll Processing for up to 2 employees included
- Personal Tax Return Filing and Compliance
Monthly Fee – $1,150/month
Tier 3 of Service
Expansion Package – (Fractional CFO Services)
(For small businesses with over $500k in revenue and personal investments between $500k – $2M)
- Bookkeeping with Quickbooks Online
- Set up Bill Pay and Cash Collections of Accounts Receivable
- Quarterly Estimated Tax Payments
- Monthly Financial Reports
- Cash Flow Planning/Budget
- Quarterly Financial Strategy Meetings and Tax Planning Personal Portal Access
- Business Tax Return Filing and Compliance
- Payroll Processing included
- Personal Tax Return Filing and Compliance
- Retirement Planning Review and Options
Monthly Fee – $1,775/month
Life goes by fast. So should filing your taxes.
Complete individual and business tax services
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