OUR PRICES

Optimize your taxes. Elevate your wealth

Comprehensive Tax & Financial Services Built to Save You More

Our services range from basic tax analysis to comprehensive tax preparation and planning

$597

-1040 Review: evaluate your latest tax return for errors and potential savings your tax preparer may have missed

-Risk Assessment: determine your audit risk and eliminate red flags

-Discussion: review our findings and discuss recommendations in a 30 minute meeting with a CPA

$1455

-CPA Consultation: A 1 hour comprehensive tax meeting

-Financial Evaluation: Analyze your income, investments, retirement savings, "good" good or "bad" debt

-Personalized Tax Plan: Determine what strategies will deliver the most significant tax savings and develop an actionable tax plan

$549/mo

(Starting at)

-Tax Preparation and Review: Comprehensive tax services, including annual individual tax filing.

-Ongoing Consultation and Tax Advisory: Regular communication and strategy meetings with a CPA

-Audit Defense : $1,000,000 Tax Coverage