Services
Who are we for?
Our services are designed for business owners and/or investors typically earning six figures or more annually. Many clients come to us after realizing they’ve overpaid in taxes or missed valuable planning opportunities — that’s where we step in to build the best strategy.
What do we charge?
We’re committed to clear, upfront pricing with no surprise charges. While most fees align with the ranges outlined below, we recognize that unique or complex circumstances — including varying levels of disorganization — may impact the scope of work and final pricing.
How do we operate?
Unlike many firms, we don’t nickel and dime for emails, quick calls, or short check-ins. Each client receives an annual engagement letter outlining expectations. If the work evolves or calls for deeper strategy, we’ll update the engagement or offer a separate proposal as needed.
Individual Tax
The minimum charge for standalone 1040 individual tax returns with business/investment activity is $850 (typically ranging from $850 to $1,850+). Additionally, we offer FasTax for a flat fee of $675 (designed specifically for those taxpayers who have a straightforward tax footprint yet want the expertise of a CPA), and there is a fee range of $350 to $500 for children and students, depending on your tax situation.
Business Tax
We primarily concentrate on business consultation, maximizing deductions, and preparing business entity tax returns (such as Forms 1065 and 1120-S). The minimum fee for partnership and corporate tax returns begins at $1,350, varying based on the quality of your accounting records and complexity (typically ranging from $1,350 to $3,000+).
Tax Planning
Smart tax planning can lead to significant savings — not just during tax season, but year-round. Whether you're a business owner, investor, or high-income earner, we help you identify strategies that align with your goals and reduce unnecessary tax liability. This isn’t just about filing — it’s about maximizing what you keep.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!