We offer the ability to pay for our services by debit or credit card. Please ask us about this option after tax return completion.

Financial Planning

Our financial planning service is based on an hourly fee of $225. We do not sell any products or manage peoples money. We are here to help with reviewing retirement investments, future life planning and anything else that could be a financial issue.

With over 700 clients we have most likely seen the scenario and can help steer the client in the correct direction.

Income Tax Preparation

Our tax returns generally start at $250 and go up from their based on the complexity. Our fee goes up for additional items like; rental properties, self-employment, stock/asset sales, household employees and other forms that require additional time and care.

All necessary State income tax returns are included in our pricing. We prepare our clients children's tax returns for free as long as they are still in school. The IRS has been pushing everyone to file electronically and we have a great amount of experience in this process and can explain and simply this process taking all the work and stress out of your hands. 

Our process starts with a brief questionnaire gathering basic information unless you are a returning client. The next step is gathering all relevant tax information. After we have this information we review the basic questionnaire and or last years tax return and the clients tax information. We generate a list of further questions or additional information needs. After we have everything needed we prepare the tax return and allow the client to review and ask us any questions. Once the return has been approved by the client we have them sign an electronic filing authorization form and then we transmit the tax return securely to the IRS and or State government. If a refund is due to the client it is usually deposited in under 2 weeks. 

We enjoy helping explain the tax return to clients and giving them a better understanding of how their financial actions effect their tax scenario.

Always open for questions anytime of year.   

 

Our Services