Let's Work Together
Hiring a tax professional is an important and personal decision. You should choose someone with the expertise, education, and ethics that align with your goals. Our goal is for you to have a better understanding of your tax situation and do our best to legally and ethically reduce your lifetime tax burden.
What's Included
We like to get to know our clients. All clients have the option for quarterly check-ins and regular email correspondence. Secure client portal access is included for at least three years from last tax filing. There is no additional charge for accessing your own copies of records or returns in the portal. Tax return preparation fees start at $500 for individual 1040 returns and include a video review. All potential new clients will receive an estimate with their engagement letter before services again.