Our Services

Our financial advisory service offers expert guidance tailored to your unique needs, ensuring strategic growth and sustainability. Trust us to help you navigate complex financial landscapes with precision and confidence.

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Business Entity Formation Services

Entity selection guidance (LLC, Corporation, etc.)
EIN application assistance
Business registration support
New business tax setup guidance
Compliance overview for new business owners

$150.00
Basic Service (Best for simple tax situations)

Federal and one state individual tax return

Up to three W-2 income and unemployment

Standard deduction

Review of prior-year return (if available)

Electronic filing (e-file)

$150.00
Standard Package (Ideal for families, freelancers, and multiple income sources)

Federal & state individual tax return

W-2 and 1099 income

Schedule C (self-employed or gig work)

Itemized deductions

Business expense deductions

Education, child, and dependent credits

Electronic filing (e-file)

IRS notice guidance and response support

Year-round basic tax support

$250.00
Premium Package (Designed for business owners and complex tax needs)

Federal & state tax return(s)

Multiple income streams

Advanced Schedule C or small business filing

Business deductions & expense optimization

Quarterly estimated tax guidance

Prior-year or amended return (if needed)

Priority service & extended support

Enhanced IRS correspondence assistance

$350.00

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