Navigating today’s complex tax environment requires more than software—it requires experience, insight, and strategic guidance. With over 20 years of professional experience, our CPA-led tax practice provides reliable, personalized tax services designed to minimize risk, maximize savings, and support long-term financial success.
We work closely with individuals, entrepreneurs, and growing businesses to deliver accurate compliance and proactive tax planning—so there are no surprises and no missed opportunities.
We prepare accurate, timely individual tax returns while identifying opportunities to reduce tax liability through strategic planning. Our approach goes beyond filing—we help clients understand their tax position and plan confidently for the future.
From small businesses to established enterprises, we provide tax preparation and planning tailored to your entity structure and industry. Services include partnership, S corporation, C corporation, and sole proprietor returns, with a focus on compliance, optimization, and growth support.
Effective tax planning is a year-round process. We proactively analyze your financial situation to identify strategies that reduce taxes, improve cash flow, and align with your long-term goals—well before deadlines arrive.
If you’re facing notices, audits, or unresolved tax issues, we provide knowledgeable representation and guidance. With decades of experience, we help clients navigate IRS and state tax matters with confidence and clarity.
Flat Fee: $750.00
This fee covers preparation of a federal and state individual income tax return based on information provided by the client.
Schedule E – Rental & Passive Income
Additional Fee: $75.00 per Schedule E activity
Each rental property or passive income activity is billed separately.
Schedule C – Business Income (Sole Proprietorship)
Additional Fee: $350.00 per Schedule C
Each business activity requiring a Schedule C is billed separately.
If accounting or bookkeeping services are required to produce accurate financial statements for your Schedule C, those services are not included in the tax preparation fee and must be engaged separately.
Form 1120-S (S Corporation)
Form 1065 (Partnership)
Hourly Rate: $187.50
Minimum Fee: Four (4) hours
A $750.00 deposit is required upon execution of the engagement agreement. Final fees are based on actual time incurred, subject to the stated minimum.
Fees for services not listed above will be quoted separately .
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