We help dentists & real estate investors keep more of what they earn with proactive tax planning!


Our Services

  • Accounting and Bookkeeping Services

  • Tax Planning & Preparation

  • Business Advisory and Virtual CFO Services

Pricing

Pricing for individual returns starts at $750 and business returns (1120S, 1065, 1120) starts at $1,250.

All pricing includes Federal, State, and Local annual income tax filing

Required Books:

We do require that any entity tax returns (1120S S-Corporation, 1065 Partnership, or 1120 C-Corporation) maintain a set of books via Quickbooks Online. We can assist with the bookkeeping and accounting if you don’t have a bookkeeper. If you’d like to utilize your own bookkeeper we require a mid-year review of the books to assess the accuracy of the bookkeeping.