personal income tax preparation

We prepare all federal, state, and local forms, electronically file, and encourge direct deposit or electronic funds withdrawal for refunds, balances, and estimated payments whenever possible.

Personal income tax planning

 Whether you are growing your family, saving for retirement, making a big career change, enrolling in employee benefit programs, getting ready to retire, or buying or selling real estate, we can help you optimize your situation.

estimated payments or withholding

We help our clients plan their withholding and estimated payments to minimize suprises at tax time and the extra cost of underwithholding penalites.

legacy planning

What will happen to your business, home, and investments when you're gone?  Should you sell, gift, or bequeath your assets?  We can give you the advice you need to accomplish your goals.

Business tax preparation

We prepare all federal, state, and local forms, electronically file, and encourage electronic funds withdrawal whenever possible for balances and estimated payments.

Business entity choice

Our firm helps entrepreneurs navigate how to align their business objectives with the appropriate business formation from start-up, through changes in structure, to dissolution or retirement.

Business tax planning

We help business owners to maximize tax benefits and utilize timing strategies to achieve long-term economic goals.  Our firm has experience serving many industries and transactions, including real estate, construction, 1031 Exchanges, and business sales and purchases.  We also identify additional services that may provide benefits to business owners, such as bookkeeping, payroll, and finanical advisors.

tax authority notices

Receiving correspondence from the various tax jurisdicitons can be stressful and confusing.  We help our clients understand their notices, respond to them, and advocate for penalty abatement whenever possible.

what and where to mail, sign, or do

Your tax return is done and you just got a bunch of papers or digital pages.  Now what?  Our staff can help you navigate what needs to be sent where, when, and how.  No matter how you receive your final product, we are here to help you decipher any instructions that aren't clear.

Personal income tax preparation

Our personal income tax preparation starts at $380 and increases based on the complexity of the return and number or types of forms needed.  Most of our personal returns fall somewhere between our minimum and about $1,300.  These fees include most year-round support and advice services.

$450 - 1,400

(average range)

business tax preparation

Our business tax return preparation starts at $800 and increases based on the complexity of the return, number or types of forms needed, and business structure.  Most start-up or closely held businesses fall somewhere between our minimum and $2,100.  These fees include most year-round support and advice services.

$900 - 2,500

(average range)

Non-tax preparation services

While our primary focus is in serving our valued tax clients, who benefit from inclusive services, we recognize that sometimes taxpayers need access to services not offered by do-it-yourself software.  We offer our consultation and planning services a la carte at an hourly rate as time allows.

$300

(per hour)