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.
Make sure you’re always up to date! The resources in my blog provide you with all the info you need to make sure you have the best understanding of your taxes.
If you have any questions I’m more than happy to talk through them with you. Get in touch today with questions or concerns.
