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Trim those tax bills!
Elevate your tax season experience with our professional touch in return preparation.
Shape your financial future with expert tax strategy planning. Navigate complexities, optimize savings, and secure lasting success with our tailored services.
Optimize your Financial Success with our Expert Tax Services.
Your Financial Prosperity, Our Priority.
Precision in every tax return.
Tax Strategy and Planning
Tax Return Preparation
Strategize with precision.
Tax Return Consultation
A strategic tax advisory conversation delivering insight and efficiency to support confident outcomes.
Confidence building conversations.
Full review of current-year tax return
Tax status analysis
Advanced tax planning and implementation support
Three 30-minute one-on-one advisory sessions during the tax year
Tax return preparation
Standard includes:
Full review of prior-year and current-year tax returns
Comprehensive tax status analysis
Audit risk assessment
Advanced tax planning and implementation support
Quarterly accounting records and book review
Quarterly 75-minute one-on-one advisory sessions
Year-end tax return preparation
Unlimited email and text communication for tax questions
Scenario-based “what if” analysis
Standard Includes:
Standard includes:
Premium Includes:
All of our assessments are for 15-20 minutes and are informational only. These sessions are for determining if a working relationship makes sense and do not include tax advice or insights. Moreover, assessment sessions allow for a brief question-and-answer discussion about our services and the value provided with each engagement. The session is limited to a general discussion of services, scope, and engagement options.
Detailed review of your tax return
Tax optimization blueprint highlighting potential planning opportunities
Basic tax strategy aligned with your current situation
One-on-one consultation with an IRS-licensed Enrolled Agent
Full review of current-year tax return
Identification of a single Tax strategy opportunity
One 30-minute one-on-one advisory session during the following tax year
Tax return preparation