SERVICE PLANS

              Pricing Options:

• Individual Tax Return – Ideal for individuals and families seeking professional preparation and accurate filing of federal and state income tax returns.

• Small Business Tax Filing – Designed for sole proprietors, freelancers, and single-member LLCs requiring Schedule C preparation and comprehensive tax fili

              Pricing Options:

• Individual Tax Return – Ideal for individuals and families seeking professional preparation and accurate filing of federal and state income tax returns.

• Small Business Tax Filing – Designed for sole proprietors, freelancers, and single-member LLCs requiring Schedule C preparation and comprehensive tax filing support.

• Business Entity Tax Returns – Includes preparation for partnerships and S-Corporations requiring more advanced reporting and compliance.

• Complex or Multi-State Returns?

Let’s Chat for a Custom Quote – Tailored for returns involving multiple income sources, investments, or multi-state filings.

                      Pricing Options:

• Strategy Session (1 Hour) Perfect for a Single-Topic consultation or a quick tax health check.

• Quarterly Planning Package  - Includes: 1:1 meetings, review of financials, tax-saving strategies, and ongoing support.

• Annual Tax Strategy Plan – Let's Chat for a Custom Quote - Includes Full-year planning an

                      Pricing Options:

• Strategy Session (1 Hour) Perfect for a Single-Topic consultation or a quick tax health check.

• Quarterly Planning Package  - Includes: 1:1 meetings, review of financials, tax-saving strategies, and ongoing support.

• Annual Tax Strategy Plan – Let's Chat for a Custom Quote - Includes Full-year planning and optimization for business owners looking to scale or restructure.

                     Pricing Options:

• New Business Formation – Ideal for entrepreneurs launching a new business who need guidance selecting the appropriate entity structure and completing required state registrations.

• LLC Formation Package – Designed for individuals starting a Limited Liability Company who need assistance with formatio

                     Pricing Options:

• New Business Formation – Ideal for entrepreneurs launching a new business who need guidance selecting the appropriate entity structure and completing required state registrations.

• LLC Formation Package – Designed for individuals starting a Limited Liability Company who need assistance with formation documents, registration, and initial compliance guidance.

• Business Structure Consultation – Let’s Chat for a Custom Quote – Tailored for business owners needing guidance on entity restructuring, ownership changes, or advanced formation strategies.

                        Pricing Options:

• Business Strategy Session – Ideal for business owners seeking guidance on specific operational, financial, or strategic decisions impacting their business.

• Growth & Financial Planning Consultation – Designed for businesses looking to improve profitability, strengthen financial processes, and pla

                        Pricing Options:

• Business Strategy Session – Ideal for business owners seeking guidance on specific operational, financial, or strategic decisions impacting their business.

• Growth & Financial Planning Consultation – Designed for businesses looking to improve profitability, strengthen financial processes, and plan for sustainable growth.

• Operational & Financial Review – Includes a review of financial performance, business structure, and workflow processes to identify opportunities for improvement.

• Ongoing Advisory Support – Let’s Chat for a Custom Quote – Tailored for business owners seeking continued consulting support, strategic planning, and financial guidance throughout the year.