INDIVIDUAL TAX PACKAGE
Individuals | Starting at $600
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Federal and state tax returns
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Digital document storage
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Review via phone/email
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$250 deposit due at engagement*
BUSINESS TAX PACKAGE
Business Essentials | Starting at $1,300
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Federal and state business tax returns (S Corp/Partnership)
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Secure digital document storage
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Review via phone/email
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$500 deposit due at engagement*
COMPREHENSIVE BUSINESS PACKAGE
Business Plus | Custom Pricing
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Tax return preparation (federal & state)
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Ongoing bookkeeping and financial reports
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Year-round compliance support
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Secure digital document storage
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Review via phone/email
BUSINESS CONSULTING
In addition to tax and accounting services, I provide strategic business consulting to help entrepreneurs and small business owners achieve their goals. From business plan development to operational strategies, I offer valuable insights and guidance to drive business growth. One-off tax consulting engagements start at $220/hour
TAX EFFICIENCY STRATEGIES
Maximizing tax efficiency is a key aspect of financial management. I develop tailored tax strategies to minimize tax liabilities and maximize savings for individuals and businesses, ensuring financial resources are utilized optimally. Custom Pricing
* Deposit Policy
To reserve your spot and begin preparing your file, a $250 deposit is required for new individual clients, and a $500 deposit is required for new business clients at the time of engagement. This deposit confirms your place on our schedule and allows us to begin the initial document review and setup process. It is non-refundable but will be applied toward your total tax preparation fee once your return is completed.