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Financial Services | Our Services

Financial Services

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Tax Planning
01

Tax Planning

Year-round strategy to reduce liability and stay ahead of filing deadlines.

$500 – $5,000+ per engagement CONTACT US
Individual Tax Return
02

Individual Tax Return

Personal filing, credits, and deductions handled end to end.

$250 – $800 CONTACT US
Small Business Tax Return
03

Small Business Tax Return

Entity-level filing for LLCs, S-corps, and sole proprietors.

$800 – $2,500 CONTACT US
Bookkeeping
04

Bookkeeping

Ongoing ledger management, reconciliation, and monthly reporting.

$300 – $3,000+ per month CONTACT US
Audit Strategy
05

Audit Strategy

Preparation and representation support if your business is selected for audit.

$1,000 – $15,000+ CONTACT US
Business Formation
06

Business Formation

Entity selection and setup — LLC, corporation, or partnership.

$300 – $2,500 CONTACT US