Taxes & accounting

Tax Prep

All returns include standard federal form 1040 and one standard state form. Some returns require additional schedules such as: Schedules A, B, C (Profit and Loss from self-employed business), D and E or forms such as K-1’s and bank and brokerage transactions to be filed as well. All of which we will gladly prepare at an additional charge. 

If you’ve worked with me to resolve your tax debt, it’s important to keep the momentum going and stay current on your taxes with our ongoing tax preparation services.

1040 EZ – $199

1040 – $249

1040A – $299

Consultation $299/hr

Not sure where to start? Book a Financial Advisement Consultation to gain clarity on your currency and how you can build generational wealth today. 

Tax Debt Resolution

If you are unfamiliar with back taxes it is the process of which you revisit tax returns that have: 1) not been filed 2) been filed incorrectly or 3) caused a tax liability that has 

Start with a Back-Tax Investigation  – $499

Most individuals are uncertain of what’s actually happening within their tax account when they come to me for services such as back taxes or outstanding tax liabilities.. Therefore;  before I can actually move forward and be of assistance I have to perform an investigation. During my investigation, I will establish communication with the IRS, initiate protection from IRS collection actions, and obtain and review the IRS account transcripts to determine the necessary actions  to take to get you compliant with the IRS. Best practice is to contract me for this service if you have outstanding tax debts and you want to ensure that you are aware of all of your liabilities and whether the liabilities are correct in the first place. 

Types of Filing:

1040EZ – $199 per year

1040 – $249 per year

1040A – $299 per year

Tax Prep

Our filing covers all relevant forms, including but not limited to, Schedule C, Forms 1065, 1120 and 1120-S.

In addition to filing taxes, we provide an ongoing tax preparation and bookkeeping services for small business owners. It is very important to keep up with your books and taxes to prevent any future tax issues from occurring. The list of bookkeeping services offered by us are listed below in the ‘Accounting for Small Businesses’ portion of this page. 

Schedule C (Self Employed)  – $299 – $499

1065 (Partnership) – $999

1120 (C Corp) – $1,249

1120S (S Corp) – $1,249

Bookkeeping

Bookkeeping is essential for every business regardless of size. It helps with a number of things included but not limited to: 

1) Ensuring both the timeliness as well as the accuracy of your tax returns at year-end and 2) Helping owners make crucial managerial decisions based off of tracked historical data. Remaining current with your financial statements is the sign of a competent business owner who has plans to run the business the right way. I offer a range of services depending on the unique needs of a particular business as no two businesses are alike and finding a system that matches my client’s operations is something that I take great pride in. 

Tax Debt Resolution

If you are unfamiliar with back taxes it is the process of which you revisit tax returns that have: 1) not been filed 2) been filed incorrectly or 3) caused a tax liability that has 

Start with a Back-Tax Investigation  – $499

Most individuals are uncertain of what’s actually happening within their tax account when they come to me for services such as back taxes or outstanding tax liabilities.. Therefore;  before I can actually move forward and be of assistance I have to perform an investigation. During my investigation, I will establish communication with the IRS, initiate protection from IRS collection actions, and obtain and review the IRS account transcripts to determine the necessary actions  to take to get you compliant with the IRS. Best practice is to contract me for this service if you have outstanding tax debts and you want to ensure that you are aware of all of your liabilities and whether the liabilities are correct in the first place. 

Types of Filing:

1040EZ – $199 per year

1040 – $249 per year

1040A – $299 per year