Our Services

 

Tax Returns

Individuals and Business Entities

We will work with you to prepare your personal and business tax returns. Our offerings include Sole Proprietorships, Partnerships, Corporations, S-Corporations, and LLCs.

Our rates for Personal Tax Returns are:

  • Single - $140

  • Married - $160

  • Head of Household - $160

Our rates for Business Tax Returns are:

  • Sole Proprietorship - $75

  • LLC - $100

  • Corporation - $300

  • Partnership - $300

Example: If you are Single and own an LLC then your fee will be $240 (Single + LLC)

 

Business Specialist

Entrepreneurs, business owners, and side hustlers deserve a tax advisor who knows the ins and outs of forming, maintaining, and dissolving a business's accounting protocols. Together we'll discuss which entity type meets your needs, how to account for business transactions, and prepare all paperwork for the state/federal tax authorities.

Our rates are as follows:

  • Consultation - $125

  • LLC Formation - $550

  • Corporation Formation - $550

  • Business Dissolution - $300

Bookkeeping Packages:

  • 1 Bank Account - $125 per bank statement

 

Financial Consultant

As a CERTIFIED FINANCIAL PLANNER™, my goal is to answer your financial questions and help teach you what I spent years studying. Some of the questions I have received over the years include:

  • What is the best way to put my savings to work?

  • How do I save for retirement if I don't have a 401(k)?

  • I have a savings plan with my employer but I don't understand it, can you help?

  • When should I consider insurance and how do I avoid high fees?

  • How do I know if I'm saving enough for retirement?

Every person's situation is different so why settle for the generic advice found on the internet?

Consultation Fees vary depending on the situation.

 
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©2018 by Pacific Pier Tax Management.