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Prosperity * Abundance * Sustainability

Taxes & Tax Planning

We provide comprehensive tax services for individuals and businesses, including tax return preparation for Sch C, Sch E, 990, 1065, 1120S, and 1120. Accurate bookkeeping is crucial for seamless filing.

We offer tax efficiency analysis and planning to lower taxable income, reduce tax rates, and maximize credits and deductions.

Individual Tax Preparation

Price Starting at $400

Individual Tax Preparation- Amendment

Price Starting at $500

Business Tax Preparation Schedule C, E

Price Starting at $850
Includes Individual Return

Business Tax Preparation Partnership 1065

Price Starting at $750

Business Tax Preparation 1120S

Price Starts at $1,000

Monthly Tax Planning

A comprehensive review of your financial statements.
Identification of potential deductions and credits.
Customized tax strategies to minimize your tax liability.
1-hour consultation to discuss the findings and plan implementation.
Prices Starting at $250

Quarterly Tax Planning

Includes the Basic Tax Analysis Package.
Quarterly check-ins to adapt your strategy to changing financial circumstances.
Guidance on estimated tax payments and expense tracking.
Price Starting at $750

Yearly Tax Planning

Includes the Quarterly Tax Planning Package.
Implementation of tax strategies and recommendations throughout the year.
Assistance with tax filing, deductions, and credits.
Regular updates to your tax plan as needed.
Price Starting at $3,000

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