Services

Advisory Services*

Fractional Advisor

Prepared Financial Statements

Business Data Collection

Tax Compliance

Tax planning

Entity Guidance

QuickBooks software training

* Billed monthly at hourly rates.

Firm Status: Not currently accepting new engagements/clients.

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Compliance Services

Personal returns
Starting price
$1,200
Business returns
Starting price
$2,100

Firm Status: Not currently accepting new engagements/clients.

Waiting list: Please call to discuss if you’re a fit to join our waiting list.

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