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Services & Rates

Partner with a trusted expert and find financial freedom today with our customized services and rates.

Build a Life You Love

Check out our paid and free options for individuals.

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Personal Tax Preparation

Included with tax prep fees:

✔ E-file Federal and State returns

✔ Digital tax return copy

✔ Comprehensive tax return review

✔ Audit Defense

✔ Identity Theft Restoration

✔ FAFSA completion assistance

✔ IRS tax estimator training

✔ W-4 assistance

✔ OIC Pre-qual support

✔ One-hour consult

Rates start at $200

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Debts & Budgeting Plans

 

 

✔ 40-min coaching sessions

✔ Customized budget options

✔ Customized debt reduction plans

✔ Customized savings plans

✔ Monthly or Quarterly reviews

✔ Business budgeting options

 

A La Carte and three different package offerings starting at $100 suit your needs and budget

Ready to achieve your financial dreams

and crush your business goals?

We have your back.

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Business Tax Preparation

Tax prep fees include everything in personal tax, and:

✔ One Schedule C (sole proprietor business/Single-member LLC)

OR

✔One Schedule E (rental properties, K-1)

Rates start at $500

Additional fees for multiple business and/or rental properties

Business Meeting

Grow Your Business

✔ Streamline your business finances

✔ Discover what the right taxation is for your business

✔ Proactive tax planning strategies

✔ Budgeting strategies

Still have questions?

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