Services
When you need us, we’ll be there. We pick up the phone, return emails, and know you by name — that’s how we do business.
As a personalized tax service firm with limited capacity, we focus on partnering with clients whom we can align with and bring value to the relationship. Our relationships are built on collaboration, trust and long-term value. Accordingly, our prices reflect the comprehensive, partnership-driven service we provide.
Our goal is always to strive to achieve tax savings and strategic value that far exceed our fees. Let us take care of every detail of your unique tax situation so you can feel confident that nothing has been overlooked. Your peace of mind matters to us, and ensuring accuracy and clarity is always our top priority.
To receive a personalized quote for any of the services below, please contact us. We offer a complimentary introductory meeting to get to know you, review your prior-year tax return, and answer any questions you may have.
Everything we do is personalized.
Choose one of these services or a combination of all of them.
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TAX PREPARATION
Let us take care of every important detail of your unique tax situation so that you can feel confident and assured that nothing has been overlooked in the process — because your peace of mind truly matters to us and is our top priority.
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TAX PLANNING & ADVISING
Get a proactive tax strategy that is specifically designed to maximize your financial returns both today and in the future. Identify opportunities and minimize liabilities, ensuring a more secure financial outlook.
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QUARTERLY ESTIMATES
Stay on top of your small business earnings by establishing a consistent and regular payment schedule to monitor your cash flow effectively. Get significant insights into your financial health and remain on top of your income.
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CASH FLOW MANAGEMENT
Make sure you have enough cash to effectively operate and grow your small business. Feel more confident you can navigate unexpected expenses and invest in opportunities when they come.
Service List
Business Tax Compliance
Starting at $1,200 for S corporations and Partnerships
We specialize in helping businesses maximize deductions and operate with greater tax efficiency. By developing a comprehensive understanding of your business and its owners, we identify strategic opportunities to reduce tax liability and strengthen your overall financial position.
Services Included in Your Fee
Review of your financial records and accounting statements for completeness and reasonableness
Preparation of required federal and state tax forms based on your business structure
Maintenance of the fixed asset and depreciation schedule, if applicable
Preparation of adjusting journal entries for you to record in your accounting records
Maintenance of partner and shareholder basis schedules, based on the information provided and if applicable
Preparation of all required schedules and supporting documentation (including partner/shareholder schedule K-1s)
Summary of results by email, phone, or meeting
Electronic filing of the completed returns with the IRS and state agencies
Secure digital copies of filed returns and filing confirmations
We work extensively with S corporations and partnerships across a wide range of industries and provide comprehensive support, including (but not limited to):
S corporation elections
Guidance on business structure and entity selection
Assistance with real estate cost segregation studies
Our objective is to ensure your business structure, reporting, and tax strategy work together to support long-term growth while maintaining full compliance.
Individual Tax Compliance
Starting at $450 – Basic Form 1040
Starting at $700 – Individuals with a Small Business or Rental Properties
Services Included in Your Fee
Preparation and e-filing of federal and state individual income tax returns
Review of provided documents for completeness and accuracy
Summary of results by email, phone, or meeting
Secure digital copies of all filed returns
Year-round support for general tax questions
Review of potential tax-saving or tax-deferral opportunities
Discussion of additional deductions and credits, if applicable
Assistance with IRS or state correspondence related to returns we prepared
Tax Planning & Advising
Pricing varies – contact us for a custom proposal
Receive a proactive tax strategy and projection designed to maximize financial outcomes today and in the future. We help identify opportunities, reduce liabilities, and provide clarity so you can make better financial decisions with confidence.
Planning Services Include
Custom tax planning and projections, with meeting frequency tailored to your needs
Advanced tax strategies, including:
Roth conversions
Business income tax mitigation & efficiency
Optimal entity selection and structuring
Retirement contribution planning
Real estate sales and 1031 exchanges
Business acquisitions and exits
Deduction and credit optimization
Additional Planning Support:
Quarterly Estimated Taxes
Establish a consistent schedule to stay ahead of payments, manage cash flow effectively, and gain a clearer picture of your business’s financial health.
Cash Flow Management
Ensure your business maintains the liquidity needed to operate smoothly, handle unexpected expenses, and seize growth opportunities when they arise.
You are our top priority.
We know how personal your taxes are, so we are committed to making sure you can talk about them with trusted professionals who care about your financial wellbeing.
“Mike is professional, thorough, and on top of things in a timely manner. We've had great service here for CPA and investment help, both personal and small business.”
– C. Gordon
“Looking for a trusted and experienced CPA business to handle your taxes? Look no further! Michael is your go-to expert in tax preparation and planning.”
– Connor Pashby