Tax Preparation and Planning

Tax services designed to support both accurate filing and proactive planning, helping individuals and business owners make informed decisions throughout the year.

Start with a discovery call

  • Tax return preparation for clients who need filing support without ongoing planning or advisory services.

    • Simple individual returns . W-2 income only, beginning at $400

    • Complex individual returns . Itemized deductions, Schedule C, or Schedule E, beginning at $1,000

    • Business and nonprofit returns . Beginning at $1,500

    Pricing increases with complexity and additional schedules.

  • Comprehensive tax services for individuals and business owners seeking proactive, year-round strategy alongside tax return preparation.

    Appropriate for:

    • Ongoing tax strategy and planning

    • Estimated payment support

    • Coordinated tax return preparation

    • Reducing surprises and improving long-term decision-making

    A one-time $360 tax assessment is required to determine scope and fit.
    Ongoing planning and filing engagements begin at $2,000 and increase with complexity.

Financial Planning and Coaching Services

Ongoing and structured support for individuals and families seeking clarity, confidence, and long-term financial direction.

Start with a discovery call

  • Structured education for individuals who want to build understanding and confidence, without personalized planning or implementation.

    5-session package . $1,000

    Coaching focuses on foundational concepts, including:

    • Understanding net worth and personal financial statements

    • Budgeting and cash flow fundamentals

    • How retirement accounts and investments work

    • Building confidence in financial decision-making

    This service does not include individualized advice, planning, or implementation.

  • Planning support for individuals working toward clear financial goals through structured, ongoing engagement.

    Appropriate for:

    • Budgeting and cash flow planning

    • Maximizing employer benefits

    • Starting or refining investment strategies

    • Planning for milestones such as retirement, education, or buying a home

    Decisions are guided by long-term outcomes and tax awareness.

    Beginning at $3,000 for the initial engagement, with pricing increasing based on complexity and scope.

  • Integrated personal and business planning for individuals and families with business ownership.

    Appropriate for:

    • Aligning household finances with business income and cash flow

    • Entity planning, compensation strategy, and tax optimization

    • Systems and workflows that support sustainable business operations

    • Coordinating business decisions with personal and family goals

    This is a year-round planning engagement designed to reduce taxes, streamline operations, and support both business and personal growth.

    Beginning at $4,000 for the initial engagement, with pricing increasing based on complexity.

Additional Services

Focused advisory support for situations that need clarity or setup, without an ongoing planning relationship.

Start with a discovery call

  • Available for targeted questions or limited-scope analysis that does not require a comprehensive engagement.

    $250 per hour

    Appropriate for:

    • Specific tax or financial planning questions

    • Small projections or scenario analysis

    • Ad hoc advisory requests

    Hourly engagements begin with a brief discovery call to confirm scope and fit.

  • Strategic advisory support for business owners who want clarity around structure, tools, and financial workflows.

    This service is designed for decision-making and setup, not ongoing bookkeeping or day-to-day operations.

    Starting at $3,000

    This work may include:

    • Entity structure and compensation strategy

    • Selection and implementation support for accounting and bookkeeping systems

    • Payroll and expense management workflows

    • Invoicing and cash management processes

    • Implementation support for retirement plans, including 401(k) systems