CPA on Your Team
Building bridges to your financial future expertise, integrity, and a commitment to excellence
Investment Advisory
Fiduciary Only SEC Registered Investment Advisor to Private Clients.
New Clients are Added By Discretion.
Tax services
We offer comprehensive tax planning and preparation services to minimize liabilities and ensure compliance.
New Clients are Added By Discretion.
Accounting services
Our accounting services ensure your financial records are accurate and compliant with industry standards.
New Clients are Added By Discretion.
Tax and Accounting Services
Business $350/starting
- 1065, 1120, 1041 Returns
- Includes:
- Two K1 forms
- Two Depreciation/Asset Schedules
- Advice from CPA
- *Additional Forms and Schedules to be discussed prior to engagement.
Personal $150/starting
- 1040 Personal Returns
- Includes:
- Wages or Social Security
- One 1099 Form
- Itemized or Standard Deduction and Advice
- *Additional Forms and Schedules to be discussed prior to engagement.
Books $150/hour
- Includes:
- 24/7 Availability of Records
- Monthly Financial Statements
- Min. One Hour per Month
- *Same Rate to Train In-House Staff to Keep Records.