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CPA on Your Team

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Building bridges to your financial future expertise, integrity, and a commitment to excellence

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Investment Advisory

Fiduciary Only SEC Registered Investment Advisor to Private Clients.

New Clients are Added By Discretion.

ETF Manager

Sponsored, Launched, Manage, Nasdaq Listed ETF.

Our ETF

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.
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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.
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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.
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