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Due to demand, we are only able to take on a limited number of individual tax clients at this time.

Our Tax Advisory Package starts at $999 and includes the following:

  • Federal and State Tax Return Preparation

  • E-Filed Tax Returns

  • Annual 30 minute tax return review meeting

  • Up to 1 hour/year of general tax advisory session(s)

  • Secure Client Portal Access

  • Annual Tax Projection

  • Estimated Tax Payment Assistance (if applicable)

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Click the Submit button below to confirm and our team will reach out about scheduling a consultation for your tax needs.