We maximize military-specific deductions and credits to reduce your tax burden.
Tailored planning for military families, including multi-state filings and family credits.
Comprehensive year-round tax guidance with mid-year reviews.
Support for veterans transitioning to civilian employment or retirement.
Complete tax prep for businesses, ensuring compliance and maximizing deductions.
Quarterly consultations for tax-saving strategies and compliance.
Guidance on entity setup (LLC, S-Corp) for tax efficiency.
Ongoing tax planning and compliance support for growing businesses.
Personal and business tax prep, quarterly planning, and advisory.
Entity setup advice, multi-state residency guidance, and tax filing.
Focused planning sessions for personal and business tax needs.
Strategy for managing taxes during deployment or PCS moves.
Specialized for first-time filers, with a 10% discount for new clients.
Covering tax basics, budgeting, and financial planning.
Focused on tax-efficient savings and retirement planning.
A series of sessions dedicated to tax strategies and savings habits.
Full-service tax prep from the convenience of your home.
Includes quarterly consultations and tax prep.
Comprehensive tax prep and financial planning.
Unlimited virtual check-ins and access to resources.
Transaction recording, bank reconciliations, and monthly reports.
Comprehensive bookkeeping, reconciliations, and financial statements.
Payroll processing, payroll tax filings, and compliance.
Monthly consultations and cash flow analysis.
Quarterly review to ensure financial health and tax planning.
All prices listed are starting rates and may vary with service complexity. The base tax preparation fee applies to basic filings only and may increase based on the forms required (e.g., Schedule A, Schedule C, Schedule E, multiple W-2s) and the complexity of your return. Additional fees may apply for multi-state filings, amended returns, or other specialized services. Free consultations are available by appointment only. All fees are non-refundable.
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