Services come in a package deal that includes Planning, Prep, and Support.
Pricing starts at $4,000/annually.
We’ll meet 1–4 times per year to proactively plan your taxes and identify savings opportunities before the year ends. After each meeting, you’ll receive a custom tax plan that includes:
Your projected tax rates and total liability
Targeted recommendations tailored to your business
A breakdown of each tax-saving strategy, potential savings, and simple, step-by-step instructions to implement them
Why it matters:
Gain clarity, stay ahead of surprises, and take control of your tax outcomes with a strategy built just for you.
I take tax filing off your plate completely—handling both your business and individual returns with precision and care.
What’s included:
Complete filing of business tax returns
Full preparation and submission of individual tax returns
Why it matters:
Skip the stress and let me manage the process from start to finish, so you can focus on running your business.
Tax questions don’t follow a schedule—so I’ll be here when you need it.
What you can expect:
Quick responses to calls and emails
Calculate quarterly estimated tax payments
Support for any tax notices you receive
Why it matters:
You’ll never feel alone or uncertain when it comes to your taxes. I’m just a call or message away.
