What Services

for the Individual

• Income tax preparation

• Tax planning for the upcoming year

• Retirement strategies, tax optimization, and estate plan strategy with your attorney

• Resolving tax letters with the IRS or states

• Quick access to your tax team anytime during the year

Estate

• Help you understand how the tax law applies to your situation

TRUSTS

• Help you understand your specific tax situation and prepare these returns

How it works

1) Download or contact us to mail you a workbook

2) Either mail or drop off a finished workbook (available at the link below) with all of the required documents

3) Schedule an appointment with our tax pro

4) Schedule a time to sign the tax return

5) Send over payment and you are done!

Pricing

Since we recognize the care and effort that should be put into each and every situation, we provide the highest quality of service we can.
Our prices start at $500 but to know more about what your specific costs schedule a consultation.

What You Can Do

To sign up for a consultation, inquire about pricing, or learn more about how we can serve you click the request button!