Our Services & Pricing

We provide comprehensive tax, accounting, and advisory solutions tailored to individuals, retirees, and small businesses. Whether you need straightforward tax filing or a deeply integrated financial partner, we have a plan for you.

Our tax Service Packages

Tax Compliance Only

Perfect for individuals, businesses and trusts who just need accurate, hassle-free tax preparation and filing.

  • Price Range: $750 – $1,750 / annually

  • What’s Included:

  • Complete Annual Federal Tax Return Preparation

  • Integrated State & Local Tax Filing, if applicable.

  • Limited Phone or E-mail Access to the CPA for Questions Throughout the Year (Note: 30-minutes or less in total consulting time is always welcomed. Beyond 30-minutes, it is billable)

  • Additional CPA Time Needed will be Billed at $195/hr

Tax Compliance & Advisory Bundle

Our most popular tier. Designed for forward-thinking individuals, small businesses and retirees who want to protect their wealth, minimize liability, and plan for the future.

  • Price Range: $1,650 – $2,650 / annually

  • What’s Included:

  • Everything in Tax Compliance Only Package

  • 6-Hours Allowance for Consulting Time, which can be utilize for:

    • Ongoing Strategic Tax Planning

    • Estimated Payment Calculations

    • IRS Correspondence

    • Meeting with Financial Advisor or Attorney

  • Additional CPA Time Needed will be Billed at Discounted Rate of $160/hr

Additional Services for small buinesses

Bookkeeping

Keep your financial records immaculate and investor- & tax-ready without the administrative headache. Bookkeeping is done by experienced staff and supervised by a CPA.

  • Pricing: Starting at $200 / month

  • What’s Included:

  • Full-service monthly bookkeeping and ledger management

  • Integrated Payroll processing and compliance, if needed

  • Monthly, Quarterly and/or Annually financial statement delivery

  • Few Things to Note:

    • Final monthly pricing is customized based on few factors such as your number of active bank accounts, business partners, monthly transaction volume, etc.

    • Additional charge in the beginning maybe applicable if setup or cleanup work is needed.

  • Hourly Base Rate is $80/hr

Strategic Business Consulting

Beyond tax deadlines, we serve as your fractional CFO and growth partner. For specialized, high-impact projects, we bill transparently by the hour ($195/hr).

Among many different ways, we can assist your business with:

  • Business Set-Up & Entity Selection: Choosing the right structure (such as S-Corporation status) to optimize your legal protection and tax efficiency from day one.

  • Financial Planning & Projections: Forward-looking cash flow models and forecasting to scale safely.

  • Risk Assessment & Change Management: Navigating operational transitions, system updates, and internal controls.

  • Custom Consulting: Tailored projects addressing your unique financial and operational challenges.