Contact us for a custom quote.
Individual Tax Returns
Starting At
$1,750/Year
- Individual Tax Return
- Customized Bookkeeping Template
- Eligible for Tax Strategy Sessions
- Limited Email Support
- For New & Scaling Investors
Business Tax Returns
Starting At
$2,500/Year
- LLC’s, Partnerships, & Corporations
- Customized Bookkeeping Template
- Eligible for Tax Strategy Sessions
- Limited Email Support
- For New & Scaling Investors
Consultations & Tax Advice
On Demand
$250/Hour
- Tax Strategy Consultations
- Tax Planning Sessions
- Estimated Taxes
- IRS Correspondence Support
- IRS Correspondence Audit Support