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INDIVIDUAL SERVICES

Our tailored individual services offer clear guidance on your personal taxes and finances. We streamline the tax return preparation process so that you are equipped with the insights necessary to boost your financial well-being.

OUR INDIVIDUAL SERVICES

STRATEGY

SHORT & LONG TERM FINANCIAL PLANNING

SITUATIONAL TAX LAW RESEARCH

TAX

INDIVIDUAL TAX RETURN PREPARATION

ESTATE & TRUST TAX RETURN PREPARATION

TAX PROJECTIONS

ESTATE & TRUST TAX PLANNING

ESTIMATED TAX CALCS

RETIREMENT STRATEGY

OUR
INDIVIDUAL SERVICES 
PRICING & PLANS

Our fees are broken into two types: a la mode or plans. A la mode gives clients the option to pay for our services as they happen. Plans give clients the option to pay for a bundle of services over time and receive consistent year-round support. Each plan includes a bundle of core services that are typically needed and can include add-ons if required.

LITE

Strategy Services

  • Semi-Annual Meetings

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Tax Preparation Services

  • Individual Tax Return Preparation

PLUS

Strategy Services

  • Quarterly Meetings

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Tax Preparation Services

  • Individual Tax Return Preparation

PREMIUM

Strategy Services

  • Monthly Meetings

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Tax Preparation Services

  • Individual Tax Return Preparation

CONTACT US

While our work is technical, we are personal. In between, tax returns, spreadsheets, and journal entries, you will find an expert that you can really talk to, who will support you as an extension of your team, and cares about your future financial success. Contact us today for a free 1-hour consultation. Let's open the conversation on how we can serve you.

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