Our approach to tax planning
1.
A Clear Understanding
We help you understand what is driving your tax picture, why you owe what you owe, and what decisions may affect your situation going forward.
2.
A Forward-Looking Plan
We look beyond the return to identify planning opportunities, avoid surprises, and help you make better tax decisions before the year is already over.
3.
Year-Round Guidance
Tax questions do not wait until tax season. We stay available throughout the year so you have a place to get answers before small questions become bigger tax problems.
Transparent pricing
We are not the cheapest tax firm, and we do not try to be. Pricing depends on complexity, but most clients fall into one of these three categories.
Side Income or Rental
Most popular
$950
median
Everything in the Individual plan
Schedule C, rental property, or other side-income reporting
Data review meeting on income, expenses, and deductions
Investment tax forms such as 1099s, RSUs, or ISOs
Interest, dividend, and brokerage reporting
Documents due March 23 to file by April 15
Best for added complexity beyond a basic return
Business Owner
$1,550
median
Everything in Side Income or Rental Property
Unlimited questions, calls, and emails during the engagement
Fall tax planning meeting
Schedule C, rental, or other side-income reporting
Owner compensation and estimated payment planning
Entity structure and retirement plan guidance
Documents due April 1 to file by April 15
Proactive, year-round guidance
Built for self-employed individuals and business owners
A higher level of service than most tax firms offer