Tax Services

Unfortunately filing your taxes is an unavoidable task, but not only are taxes legally required, they can also be incredibly stressful. Let our team of licensed tax professionals take that stress off your hands.

Some tax situations are simple and straightforward and only require a licensed tax professional for filing at tax time. But for many businesses and individuals, taxes are complicated and require working with a licensed tax professional on a year-round basis. This is why we offer Annual Tax Services and Year-Round Tax Services to both our business and individual clients.

Annual Tax Services

Our Annual Tax Services provide our business and individual clients with a licensed tax professional on an annual basis to get all your questions answered and tax returns filed. We will meet with you before we begin preparing your returns to answer any questions you may have, review your information, and begin preparing your tax returns. After your returns have been prepared and reviewed by our team, we will provide them to you for your review and answer any additional questions you have, as well as offer insightful advice on ways you can minimize your tax liability next year. Once your return is finalized, we will e-file your returns and provide you electronic and/or paper copies of your returns. Don’t worry if you have questions after we file your return, we’re here to answer them for you.

Individuals — Annual Tax Return Preparation

Fees start at
$ 175 per tax return*
  • Free initial consultation
  • Professionally prepared federal & state(s) personal income tax return
  • Annual tax return filing and planning meeting
  • Access to a private workspace in our secure and mobile friendly client portal
  • E-File capability for federal and all 50 states
  • Insightful recommendations on how to reduce your tax liabilities this year and in the future

Business — Annual Tax Return Preparation

Fees start at
$ 600 per tax return*
  • Free initial consultation
  • Professionally prepared federal & state(s) business income tax return
  • Annual tax return filing and planning meeting
  • Access to a private workspace in our secure and mobile friendly client portal
  • E-File capability for federal and all 50 states
  • Insightful recommendations on how to reduce your tax liabilities this year and in the future

*Fees shown above are minimum starting fees for each service package. The actual fees for tax return preparation and/or related advisory services depends on the complexity of your tax returns or the amount of time it takes to provide the services you need.

Year-Round Tax Services

Our businesses and individual tax clients pay the lowest amount of taxes allowable by law because we are continually engaging with you and on the hunt for ways to minimize your taxes throughout the year, not just at tax time. We view income taxes as not only something for which you plan, but an integral part of your financial security.

Our clients will often save many times over in taxes what our additional fees are for Year-Round Tax Services. Plus, we conveniently bill you on a quarterly basis to help with your cash flow throughout the year.

Individuals — Year-Round Tax Return Preparation & Planning

Fees start at
$ 40 per month*
  • Everything included in Individual – Annual Plan, plus:
  • Periodic check-in meetings and unlimited one-off questions
  • Up to 3 hours of time to be used on tax planning services, special projects, or additional services
  • 25% discounted rate on additional services greater than 3 hours
  • Basic IRS and State problem resolution services

Business — Year-Round Tax Return Preparation & Planning

Fees start at
$ 90 per month*
  • Everything included in Business – Annual Plan, plus:
  • Periodic check-in meetings and unlimited one-off questions
  • Up to 6 hours of time to be used on tax planning services, special projects, or additional services
  • 25% discounted rate on additional services greater than 6 hours
  • Basic IRS and State problem resolution services

*Fees shown above are minimum starting fees for each service package. The actual fees for tax return preparation and/or related advisory services depends on the complexity of your tax returns or the amount of time it takes to provide the services you need.

Nonprofit Tax

Although nonprofits usually don’t pay taxes, they do prepare an annual informational return (Federal Form 990) to showcase how they use their funds and fulfill their mission.  The IRS requires all U.S. tax-exempt nonprofits to make public their three most recent returns and all related supporting documents.  Nonprofits can expect donors, the government, the media, and general public to scrutinize their organization.  Our licensed tax professionals will work closely with you on both the financial and narrative sections so your 990 paints an accurate and compelling picture of your nonprofit’s mission and financial health. 

Our fees for preparing the Form 990-EZ start at $400 and the Form 990 start at $600 and may be higher depending on the complexity of the return.