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
choose from our top services
tax preparation and filing
starts at $1,040
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.
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.
TAX ADVISORY and planning
starts at $5,500
This service includes a projection for the current year, a comprehensive analysis of the taxpayer’s situation, and a meeting to discuss tailored options and strategies to reduce taxes owed. It also covers education and ongoing correspondence regarding the proposed plan and options.
Comprehensive tax and wealth strategy engagements include one year of the Tax Membership Package.
client fit for tax advisory
The clearest distinction of what you need when it comes to tax advisory support is detailed in three tiers of support that ranges from tactical to advanced planning.
These services help clients estimate their current-year tax liability, make informed decisions before year-end, and identify planning opportunities based on their income, business activity, and financial goals.
What will I owe, and what decisions should I make?A more advanced projection involving multiple variables, scenarios, or business activities, with founder, Gabe involved in the delivery.
tier one
tax projectionA straightforward projection with guidance around compensation, retirement, charitable giving, and estimated payments
What will i owe?tier two
advanced tax projectiontier three
tax and wealth strategy engagementA comprehensive planning engagement focused on identifying, evaluating, and implementing more substantial tax strategies.
How can I coordinate my taxes, businesses, investments, and long-term wealth decisions more strategically? 