Client Special: Tax Preparation for Personal and Business Accounts

We are thrilled to launch our new program designed specifically for our clients! As part of this new program, we're offering additional services to help businesses and individual find savings in their tax preparation. Our goal is to help you find savings! Instead of overpaying for tax services, or even worse, overpaying the government, we want you to keep that money and start building a better future for yourself. Start a travel fund, save for college, or even better, invest it back into your portfolio. Don't have an investment portfolio with us yet? We'll gladly help get you up and running.



Personal Tax Preparation

  • Clients with an investment portfolio over $500,000: FREE
  • Clients with an investment portfolio $50,000-$499,000: $149
  • Clients with an investment portfolio less than $50,000: Contact Us for An Estimate

Business Tax Preparation

  • All of our business accounts will receive tax preparation for only $399!
  • For employers: We love the businesses we work with and want you to be able to pass on your savings! We will be offering tax returns for all employees of our Business accounts for only $99! 


Our team of professionals is dedicated to getting you the maximum refund and optimizing your savings! Business and Individual clients will receive the following services:

  • All Federal forms required, plus any required schedules including:
    • K-1's (business accounts)
    • Depreciation Schedules for current year and next year listing (business accounts)
    • Schedule C or SE (home business)
  • All State forms required
  • Tax year comparison for ongoing clients
  • Review of returns by our CPA
  • Review of returns for possible tax cuts
  • Representation with the IRS in the event of an audit
  • Year around tax advice
  • Free annual review of investments and retirement accounts to identify areas where growth could be increased

Get Started! 

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We'd love the opportunity to help maximize your savings. Simply fill out the form below, or contact us with any questions to get started!