From tax returns to financial statement reviews, we’re here to help you with traditional CPA services. We know that taxes are a complex, confusing, and intimidating puzzle. But we’re here to help. We will guide you through the complexity of the tax laws that affect you and your business, assure you comply with IRS and state requirements, and seek to minimize your tax burden. We offer comprehensive tax planning, consulting, and return preparation services for all federal and state income tax returns. Our assurance services can help you understand your company’s performance, establish a baseline, and help you present an accurate picture to investors, stakeholders, and other parties.

 

Tax and Assurance Services Packages for Businesses

Pick from one of the packages below, or work with us on a custom package tailored to your needs. Click here to get started with an initial consultation!

CHOOSE

Your Plan

Price

Tax Return Preparation

Quarterly Tax Payment Calculations and Reminders

Tax Planning Service
(including meetings)

Compiled Financial Statements with CPA Report

CLASSIC

FOR BUSINESSES

Starting at

$800

Annual Fixed Fee



PREMIUM

FOR BUSINESSES

Starting at

$1,250

Annual Fixed Fee

   1 per year

PLATINUM

FOR BUSINESSES

Starting at

$2,500

Annual Fixed Fee

   2 per year

 

Tax and Assurance Services Packages for Individuals

Pick from one of the packages below, or work with us on a custom package tailored to your needs. Click here to get started with an initial consultation!

CHOOSE

Your Plan

Price

Tax Return Preparation

Quarterly Tax Payment Calculations and Reminders

Tax Planning Service
(including meetings)

Compiled Personal Financial Statements with CPA Report

CLASSIC

FOR INDIVIDUALS

Starting at

$350

Annual Fixed Fee



PREMIUM

FOR INDIVIDUALS

Starting at

$800

Annual Fixed Fee

   1 per year

PLATINUM

FOR INDIVIDUALS

Starting at

$2,000

Annual Fixed Fee

   2 per year

 

Stand-Alone Tax and Assurance Services

We also offer these stand-alone services. Contact us for pricing or to discuss how they might help your organization.

Audit representation in front of the IRS and other taxing authorities related to proposed adjustments, audits, examinations, and other issues, whether in person or by mail.

Financial statements, including preparation, compilations, and reviews. Whether you need financial statements from scratch, or need a CPA to review and issue a report, we can help.

Accounting advice and consulting regarding specific transactions. This includes how to record transactions, accounting consequences, and review of specific transactions.