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)
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
1 Bank Account - $125 per bank statement
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.