Your time is valuable.
The more key information you have on hand to make wise decisions, the quicker you can get back to doing what is important to you.
Personal Financial Coaching
You have multiple financial coaching options to meet your needs and your budget.
Click below for more details.
Tax Services
The fee for tax return preparation is dependent on the complexity of your particular facts and circumstances.
Individuals with W-2s: The fee for individuals who do not have a business starts at $360.
Individuals with Businesses: The fee for individuals who have a business starts at $560.
Other Tax Services: The fee for our remaining listed every-day services are based on hourly rates.
Bookkeeping
Monthly Services
The fee is dependent on several factors including the level of your involvement, the average number of transactions per month, the number of bank accounts and credit card accounts to be reconciled.
Consulting Services
The fee is based on our hourly rate and is dependent on the time it takes to complete the agreed upon work.