Tax and Accounting
When our tax professionals work together with our financial advisors, we can optimize your tax saving strategies.
Our clients recognize the benefit of having a qualified professional prepare their business and individual tax returns. As an advocate for our clients, we work with individuals, business owners, rental property owners and investors to identify tax savings strategies.
Our simple-to-use, cloud-based solutions make it easy to review your financials and tax returns, share information, and manage your business.
Our Tax Return Process
Schedule an in person or virtual consultation with one of our qualified professionals.
Our team will review your information and look for tax savings using proven strategies.
Review Your Tax Return
Our Certified Public Accountants will prepare your return. Our software will allow you to review and sign your tax return electronically.
Individual Tax Returns
Tier 1 – Starts at $500*
W-2s, 1099s, single state return, standard deduction.
Tier 2 – Starts at $1,000*
W-2s, 1099s, single state return, itemized deductions, single rental property or single self-employed business, basic K-1s.
Tier 3 – Starts at $1,950*
Multiple state returns, multiple rental properties and/or self-employed businesses, foreign bank and financial account reporting (FBAR), statement of specified foreign financial assets, equity compensation, etc.
*Every client’s tax situation is different and therefore fees may differ from the above price estimates.
Trust and Business Tax Returns
Including but not limited to Corporations, S-Corporations, Partnerships, Tax-Exempt Organizations, and Trusts.
Level 1 – Starts at $850*
For basic returns, 2 or less owners / beneficiaries, no state returns.
Level 2 – Starts at $1,500*
For complex returns, multiple owners / beneficiaries, state return(s).
*Pricing will vary based on size of business, number of state returns and number of partners or shareholders. Bookkeeping services are billed separately as needed.
Innovative technology to support your business
Upgrade your business to some of the most advanced accounting systems available. These simple, integrated, and smart applications will provide you with strategic information for your business, allowing you to focus your time on running your business efficiently.