Pricing & Packages

During the discovery and onboarding process we will help you determine whether you need any add-on services on a regular basis, and we build that into your custom service package.

Examples of this are:

• On-demand Calls
• Audit Protection

If at any point you need one-time services like switching your entity or a business valuation, we will price and scope them as a separate project.

Both the corporate and individual returns are include. If there are any additional returns that need to be completed, they would be quoted on an as needed basis.

Our service agreements include specific allotments for each service. If your needs go beyond these limits, or if significant additional work—such as preparation, research, or follow-up beyond scheduled meeting time and estimated completion—is required, additional charges may apply. We are committed to transparency and will notify you of any overages with a separate invoice detailing the extra costs.

Tax advisory means taking a holistic look at your financials and tax (business and personal) and guiding you in the best approach for optimizing your taxes. Advisory services are especially helpful for individuals with more complex investment situations.

A video recording synopsis of your tax return. Instead of scheduling a live meeting, we go through the complete tax return and explaining it via video summary that you can watch at your own convenience.