We work with individuals and families to ensure they can file with confidence while getting the most out of the tax code. Our deep knowledge of federal, state, and local taxes helps us keep our clients compliant. And we leave no stone unturned in finding favorable tax strategies, some of which other preparers simply overlook. We can also cater to the special needs of business owners, many of whom have more complex situations where decisions made for the company might impact their individual tax liabilities.
Tax Preparation
We handle the complexity of preparing your annual returns, ensuring accuracy and full compliance with the latest tax laws.
Tax Planning
Go beyond tax compliance with proactive strategies that legally reduce your tax liability throughout the year, and also prepare for major life changes.
Financial Planning
Get a clear roadmap for your future with tailored advice to help you build wealth, manage risk, and achieve your short-, medium-, and long-term financial goals.
Strategic Real Estate Planning
We offer practical guidance to help you keep operating costs down, optimize for taxes, and claim the benefits of real estate investments.
Transaction Strategy
Whether you’re buying a business, selling assets, or undergoing a major life event, we provide tax-advantaged strategies to structure your financial transactions.
IRS Notice Representation
We assist with preparing responses and representation for notices and correspondence received from taxing authorities.
Our Pricing Packages
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Personal Starter
For Savvy individuals who need Expert Tax Prep
From $65/mo
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Personal +
For individuals who need Expert Tax Prep + Tax Savings Strategy
From $395/mo
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Personal CFO
For individuals who need the highest level planning and strategy
From $950/mo
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Personal Tax Preparation & Tax Monitoring
We take care of your federal and state returns + keep you aligned with IRS & legal regulations to minimize risk and make tax filings stress free.
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IRS/State Notice Support
We interpret and handle any IRS or State Notices you receive so you never have to worry about dealing with tax agencies.
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Secure eVault
Secure online portal so you can store and access your critical documents anywhere in the world.
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Team Support
Year-round access to our support team for basic questions and assistance.
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Elite Tax Savings
Our team tracks and analyzes each component of your financial world to create a custom tax savings plan that ensure you pay the least amount of tax legally possible.
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Priority Advisor Support
Priority access to our Senior advisor team for meetings, questions, or support. Exclusive text hotline for urgent needs and escalated response times.
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Strategic Money Coaching
Networth Analysis, Budget Analysis, Financial Threats Analysis. We provide a second look and unbiased option for all aspects of your wealth plan to ensure your interests are being protected.
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Legacy & Family Office Planning
We ensure you have the needed Wills, Trusts, Estate documents, Health Care Directives, and end-to-end alignment with all areas of your wealth to protect your legacy and the people closest to you.
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CFO Management
We setup your personal and/or business interest to protect your assets, maximize tax strategy & compound your earnings, and guard your privacy.
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Capital Deployment Analysis & Structuring
We review, optimize, and document recommendations for all the tax, cashflow and risk aspects of financial opportunities.
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