Ready to simplify your taxes and

maximize your savings?

 

Whether you're just starting out, scaling up, or somewhere in between, we're here to meet your business's unique tax needs. With years of experience, our expert team will empower you with the financial clarity needed to make informed decisions. Let us take the stress out of tax season so you can focus on what matters most – growing your business.

Fill out the form to get started today!

Foundations Filing

  • Individuals or small businesses with straightforward tax situations (W-2 income, freelancers, basic deductions).

    • Comprehensive individual or sole proprietorship tax preparation (Form 1040, Schedule C).

    • One pre-filing consultation to ensure all necessary documents are in order.

    • Filing accuracy review to minimize the risk of errors.

    • Email support for any questions throughout the process.

  • Low Complexity

  • Not included—focused purely on filing and estimated payment reminders.


  • Clients must provide well-organized documents.

Growth Guidance

  • Small business owners, freelancers, or individuals with more complexity (1099 income, rental properties, or multiple deductions).


    • Business tax preparation (Forms 1040, 1065, 1120S, Schedules E & F).

    • One mid-year tax planning session to maximize current-year deductions and credits.

    • Tax savings analysis, ensuring you’re claiming every credit and deduction available.

    • Limited email and phone support for tax-related questions throughout the year.

  •  Moderate.


  • Included, with a focus on maximizing tax efficiency for the current year.

  • Assistance with document organization if needed.

Legacy Level

  • Corporations, S Corps, partnerships, or high-net-worth individuals with complex tax needs (multi-state filings, multiple income streams, etc.).


    • Comprehensive tax preparation for personal and business returns (Forms 1040, 1120S, 1065, etc.).

    • Quarterly tax strategy sessions to adjust financials, estimate taxes, and identify long-term savings strategies.

    • Ongoing support throughout the year, including tax estimates and consultation for major business or personal financial decisions.

    • Detailed year-end review of financials and potential savings.

    • Proactive tax planning for the upcoming year, including retirement, investments, and tax-efficient strategies.

  • High.

  • Long-term and comprehensive, with a focus on wealth-building and tax-efficient growth.

  • Full bookkeeping cleanup, financial audit, and document review included.

Dream it

•

Build it

•

Grow it

•

Dream it • Build it • Grow it •

Ready To Get Started?

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We can't wait to hear from you!