Home
About Us
Services
Pricing
Contact Us
Money saving strategies throughout the year
And not only during the tax time
Guidance for strategic financial management
Turning your goals into tangible realities
Our
Services
New Business Formation
Choice of Entity
Registration with the Internal Revenue Service - EIN
Registration with the state authorities
Selection for small businesses
Bylaws/Operating agreements
Issuance of stock certificates/membership units
Learn More
CPA Services for Business
Small Business Accounting
Compiled Financial Statements
Part-time CFO services
Proactive Tax Planning
Tax Preparation
International Tax Reporting and Compliance
Learn More
CPA Services for Individuals
Tax Planning
Tax Preparation
ITIN number
Foreign reporting and compliance
Retirement Planning
Child Education Planning
Estate Planning
Wealth Management
Learn More
ACCOUNTING THAT FITS YOUR NEEDS
Tax return preparation and planning
packages
Previous
Sole Proprietor
Tax Preparation
Starting at
$
750
Services Include:
Tax return preparation
Quarterly tax estimates
Business
Tax Preparation
Starting at
$
1,250
Services Include:
Tax return preparation
Quarterly tax estimates
Tax
Planning
Starting at
$
1,500
Features:
Optimal entity structure
Retirement plan assessment
Income and expense shifting
Shareholder/officer compensation analysis
Scheduled GAP meeting once a quarter
Access throughout the year
Prior year tax return review
Current year financial statements review
Individual
Tax Preparation
Starting at
$
500
Services Include:
Tax return preparation
Quarterly tax estimates
Sole Proprietor
Tax Preparation
Starting at
$
750
Services Include:
Tax return preparation
Quarterly tax estimates
Business
Tax Preparation
Starting at
$
1,250
Services Include:
Tax return preparation
Quarterly tax estimates
Tax
Planning
Starting at
$
1,500
Features:
Optimal entity structure
Retirement plan assessment
Income and expense shifting
Shareholder/officer compensation analysis
Scheduled GAP meeting once a quarter
Access throughout the year
Prior year tax return review
Current year financial statements review
Individual
Tax Preparation
Starting at
$
500
Services Include:
Tax return preparation
Quarterly tax estimates
Sole Proprietor
Tax Preparation
Starting at
$
750
Services Include:
Tax return preparation
Quarterly tax estimates
Business
Tax Preparation
Starting at
$
1,250
Services Include:
Tax return preparation
Quarterly tax estimates
Tax
Planning
Starting at
$
1,500
Features:
Optimal entity structure
Retirement plan assessment
Income and expense shifting
Shareholder/officer compensation analysis
Scheduled GAP meeting once a quarter
Access throughout the year
Prior year tax return review
Current year financial statements review
Individual
Tax Preparation
Starting at
$
500
Services Include:
Tax return preparation
Quarterly tax estimates
Next
1
2
3
4