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Choose the service level that works best for you!
Our Commitment – Higher touch, Advisory Tax and Bookkeeping Integration

  • Delivering consistently high-quality service compared to franchise or online tax options

  • ​

    Providing proactive, strategic guidance that builds wealth (not just compliance work)
  • Aligning our services with clients unique needs – it’s our goal to earn our keep and be your most valued advisors, not be transactional and impersonal robots
- Annual Tax Prep Only -

$326/hr.

Good Faith Deposit
to Start Return Work: 
• 1040 Clients: $750*
• Business Clients: $1,250*
 

*May increase if bookkeeping/ Records / Extra Staff Support is  required for cleanup before tax preparation.

Why Clients Like This Approach

  • Predictable pricing — no hourly uncertainty

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