Our Services
Tax preparation, planning and advisory for individuals and business owners across the U.S., and for Americans abroad. Every engagement starts with understanding your situation and where you want to go.
Not Sure What You Need?
Tell us a little about your situation. We’ll recommend the right starting point, show you what it costs, and explain what’s included.
All Services
Already know what you need? Start directly. Prices marked “from” are starting fees, confirmed in writing before work begins.
What we do
Your returns, your planning and your business structure, handled by the same Enrolled Agent so nothing falls between them.
For W-2 earners, investors and anyone with a return worth getting right.
Careful preparation of your federal and state returns, with the planning that keeps next year from being a surprise.
For sole proprietors, partnerships and S corporations, and their owners.
Business returns prepared correctly and structured around how you actually earn and pay yourself.
For owners deciding on an election, and S-Corps already running.
Whether an S corporation makes sense for you, what to pay yourself, and how to run it properly once it is in place.
For variable or significant income, and decisions with a deadline.
Planning through the year, so decisions are made before deadlines rather than after them.
For U.S. citizens and green card holders living or working abroad.
U.S. tax guidance for Americans living, working, traveling, or doing business outside the United States.
One advisor sees the whole picture: your return, your business and next year.
Bookkeeping
Professionally reviewed bookkeeping for consultants, freelancers, and service businesses, kept by the same firm that prepares your returns and plans your taxes.
Ongoing · Billed monthly in advance
From $250/month
Organized, reconciled, tax-ready books every month. Your monthly fee is confirmed after we review your transaction volume, accounts, and complexity.
Separately scoped
Custom quote
Cleanup and reconciliation for books that need attention before tax preparation, monthly bookkeeping, or planning can begin.
Details about Bookkeeping CleanupHow it fits
Bookkeeping, then tax preparation, then tax planning, then ongoing advisory. Over time, we see more of your tax and financial picture, so planning starts from accurate numbers.
About BookkeepingFixed-Fee Services
Focused services, each with a defined scope and a flat fee. Online enrollment is opening soon; until then, each starts with a free Intro Call. For tax returns, start with the fit check. For Advanced advisory, bookkeeping or anything custom, start with a free Intro Call.
$300Flat fee
A focused, one-hour working session on the tax questions that matter most to you right now.
Turnaround. We aim to send your written summary within 3 business days of the session.
A quick fit check first. You approve your engagement before you pay.
$500Flat fee
A side-by-side look at whether an S corporation election makes financial sense for your business.
Turnaround. We aim to deliver within 10 business days of receiving complete information.
Not included. Filing the election (Form 2553) and payroll setup are quoted separately.
A quick fit check first. You approve your engagement before you pay.
$400Flat fee
A documented salary figure for S corporation owners, built from your role, time, and market data.
Turnaround. We aim to deliver within 10 business days of receiving complete information.
Not included. Covers one owner-employee. Additional owners are quoted separately.
A quick fit check first. You approve your engagement before you pay.
$400Flat fee
A projection of your current-year taxes and a clear schedule of what to pay each quarter.
Turnaround. We aim to deliver within 10 business days of receiving complete information.
Not included. Covers federal and one state with ordinary income sources. Additional states, rental portfolios, and equity compensation modeling are quoted separately.
A quick fit check first. You approve your engagement before you pay.
Both analyses together
Election analysis + reasonable compensation, with one combined review call.
S-Corp Election Analysis and Reasonable Compensation Analysis together, with one combined review call. $400 is credited toward S-Corp Setup for an existing entity if you sign within 60 days after we deliver your report.
Turnaround. We aim to deliver within 10 business days of receiving complete information.
Each service starts with a quick fit check. You review your scope and sign your engagement letter before paying, and you pay through the secure payment step in your client portal. Services are subject to our Service Terms.
Returns & Ongoing Work
Every tax return, fixed-fee planning, and the Individual and Business Owner advisory levels will start online once enrollment opens; until then, start with a free Intro Call. Advanced advisory, bookkeeping and S-Corp Setup are quoted in writing after a free Intro Call; work begins once the engagement letter is signed and the required payment is received.
How It Works
A free conversation about your situation and what you need.
Scope and fee are confirmed in writing. You sign the engagement letter and submit the required payment.
You receive access to your secure client portal and provide the information and documents the engagement requires. Sensitive information is never collected through the website or by email.
For tax returns, we review your documents, confirm your scope and fee in writing before preparation starts. Other services begin once the engagement letter is accepted, the required payment has been received, and we have the information needed to begin.
Let’s Work Together
Tell us about your situation and where you want to go. No pressure, just a clear next step.
Guided Tax Assessment
Answer a few quick questions, and we’ll help narrow it down.
