Tax Preparation
1040, 1120-S, 1120, and 1065 returns prepared with strategic intent — every position considered for its multi-year impact, not just this April.
Individual returns from $750 · Business returns from $2,000
Tax preparation servicesServices
Tax, finance, and legal expertise — under one roof.
Four core engagements. One advisor. Every project priced so the tax liability savings and financial clarity exceed the cost of our fees.
Tax Advisory & Planning
Quarterly tax planning, S-Corp optimization, entity structuring, multi-year strategy. Most engagements pay for themselves in the first year.
Engagements from $2,500
Tax advisory & planningFractional CFO
Cash flow management, financial reporting, KPI dashboards, and growth-stage strategy — the financial brain your business is missing.
Retained engagements from $750/month
Fractional CFO servicesIRS Notice Assistance
CP14, CP2000, CP504, and other IRS letters — decoded and resolved before a notice becomes a problem. Handled by an attorney with unlimited IRS representation rights.
Scoped per matter
IRS notice assistanceNot sure which fits?
The first conversation is free. We’ll listen to your situation and tell you which engagement — if any — would actually move the needle for you.
Schedule Your Free Strategy Session