tax services as bold as you

End the confusion behind taxes. Our services are built to support your business where you are, and scale effortlessly as your requirements evolve or become more complex

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We prepare tax returns for business, personal and complex, high net-worth individuals
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tax preparation and filing

starts at $950

Included in each return:

  • One state tax return per return (additional states $150 each).

  • Answers to questions throughout the process.

Exclusions:

  • Back tax issues and complex situations may require a specialty quote.

  • Bookkeeping is not included with tax preparation.

our monthly tax planning subscription allows small business owners to stay ahead of the tax season with expert insight on a monthly basis
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proactive tax membership plan

starts at $97/mo

Includes:

  • Unlimited emails (within reason) for discussions and general advice (excluding specific calculations).

  • Quarterly 30-minute Google Meet sessions to review your tax situation and adjust your approach.

  • Quarterly email check-ins initiated by the tax professional for accountability.

Let us represent you and work through tax audit
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tax audit representation

starts at $4,000

This service includes power of attorney representation before the taxing authority. Since these engagements vary, a detailed consultation will be required to outline the specific services and associated fees.

start your tax journey