Tax Services

Tailored Tax Solutions for Individuals and Businesses

Managing taxes effectively requires expert guidance and proactive planning. Our tax services are designed to ensure compliance while maximizing your financial benefits. Whether you are an individual taxpayer or a business owner, we offer customized tax solutions to keep you financially secure.

Individual Tax Services

Starting at $1,500/year
Comprehensive tax planning and filing services designed to simplify your tax obligations and optimize your financial position.

• Tax Planning and Advisory – Proactive strategies to reduce tax liabilities.
• Estimated Tax Calculations – Ensure accurate and timely tax payments.
• Annual Tax Return Preparation & Filing – Federal and state filings with accuracy and efficiency.
• Tax Withholding Review – Adjustments and recommendations to prevent underpayment or overpayment.
• Ongoing Check-ins & Updates – Stay informed about tax law changes and their impact on your finances.

Business Tax Services

Sole Proprietor or Single-Member LLC Tax Preparation & Advisory

Starting at $125/month
Designed for small business owners, freelancers, and independent contractors needing streamlined tax management.

• Annual Tax Return Preparation – Federal and state filings tailored to your business structure.
• Quarterly Estimated Tax Calculations – Reduce surprises at tax time with proactive planning.
• Tax Planning & Advisory – Personalized guidance to improve tax efficiency.
• Tax Deadline Reminders – Avoid penalties with timely notifications.
• Annual Tax Review Meeting – Understand your tax results and plan for the future.

Partnership or Multi-Member LLC Tax Preparation & Advisory

Starting at $200/month
For businesses with multiple partners, ensuring compliance and optimizing tax efficiency.

• Annual Tax Return Preparation – Federal and state filing with strategic tax planning.
• K-1 Preparation for Partners – Accurate documentation for each business partner’s tax reporting.
• Quarterly Estimated Tax Calculation Suggestions – Prevent unexpected liabilities.
• Tax Planning & Advisory – Strategies to maximize deductions and reduce tax burdens.
• Tax Deadline Reminders – Stay ahead of deadlines with automated notifications.
• Annual Tax Review Meeting – Gain insights into your tax position and future planning.

S-Corp Tax Preparation & Advisory

Starting at $200/month
Specialized tax solutions for S-Corporations to maintain compliance and financial efficiency.

• Annual Tax Return Preparation – Federal and state compliance with strategic tax benefits.
• K-1 Preparation for Shareholders – Ensure accurate reporting for all stakeholders.
• Quarterly Estimated Tax Calculations – Reduce year-end surprises with proactive planning.
• Tax Planning & Advisory – Customized strategies for maximizing tax efficiency.
• Tax Deadline Reminders – Stay organized with timely notifications.
• Annual Tax Review Meeting – Review tax performance and set future financial goals.