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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.


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

Men with Calculator

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.


Business Tax Preparation

Tax prep fees include everything in personal tax, and:

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


✔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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