Advisory Services

  • Comprehensive Consultation & Yearly Debriefs

  • Tax Strategy & Planning Consultations

  • Preparation & Filings of Individual Tax Returns

  • Preparation & Filings of Business Tax Returns

  • Quarterly Estimated Tax Payment Calculations (Federal & State, if applicable)

  • Emails, Phone calls, other quick means of communication

  • Bookkeeping - *Discounted for Advisory Clients*

*We offer these services as a Package catered specifically to fit your needs. If packaging services doesn’t float your boat, we provide support “a la carte” as well. Visit the “Quote” page below to dial in your services*

Get a Quote Here