Tax Preparation


Let’s face it, income taxes are complicated. The IRS website contains over 800 forms and instructions and dozens of publications. Busy families just don’t have time to keep up with it all! We study the tax code and keep up with new developments so that you don’t have to. We offer year-round support for our clients and are happy to answer your tax questions throughout the year. For new clients, we review your prior year tax return for tax opportunities at no charge. We work with clients throughout the US by email, online secure file access, and video chat and in-person meetings for local clients.

As a Certified Public Accountant (CPA) Firm we are uniquely qualified to provide tax planning and tax preparation services to you and your family. As a member of the American Institute of CPAs (AICPA) we are also required to abide by a code of professional ethics and fulfill 120 hours of continuing professional education every three years.

What’s included?

Tax Preparation includes the following services at the hourly rate…


30 minute new client meeting over the phone, or video call via Zoom.

Complimentary review of prior year tax returns for new clients.
E-file (or paper, upon request) filing of US Federal and State tax returns.
Tax savings opportunities identified, when applicable.

Fees starting at $479 (returns are priced according to complexity, average price $550-$750)

Whether you have started a new business or a new job, gotten married, had your first child, or just feel overwhelmed by the complexity of the tax return process, we would be happy to advise you. Small business tax preparation is available and is quoted based on complexity. S Corporation and Partnership returns start at $1,000.

Let's Talk!

Want to schedule a FREE introductory meeting with us to discuss your goals?

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