Our Services
At every stage of your financial journey, both business and personal, we’re here as your trusted partner. Whether you're scaling your portfolio, optimizing cash flow, or preparing for a transition, our mission is to protect what you've built and position you for sustainable growth. With a deep understanding of the challenges and opportunities unique to your world, we’re here to turn your financial goals into lasting results.
We don’t just manage numbers, we help you build a future that reflects your values and ambitions. With us by your side your financial goals aren’t just possible, they’re within reach.
Individual and Business Tax Preparation
We are experienced in preparing tax returns for individuals, businesses, and other organizations. We ensure that your tax returns are accurate and filed on time.
Estate Planning
We explore all aspects of our clients’ current financial picture, gathering data, discussing future lifestyle aspirations, and examining life and financial goals in order to implement a strategy based upon specific objectives.
Service Name
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Bookeeping
Our bookkeeping services are designed to help our clients stay organized and on top of their finances. We keep accurate records of all financial transactions and provide regular reports.
Strategic Planning for Individuals & Businesses
Our tax planning services go beyond annual filing. We help you make strategic decisions that minimize tax liability and maximize financial efficiency. We work year-round to identify opportunities and implement proactive strategies tailored to your unique situation.
Tax Controversy and Dispute Resolution
Our experienced team will guide you through the audit process, represent your interests before the IRS or state agencies, and help you achieve the most favorable outcome.
Tiered Indivdiual Pricing
Our tiers are designed to provide a clear starting point for the level of service you can expect. However, because every client’s financial situation is unique, final pricing may vary based on the complexity of your return, the number of entities involved, and the scope of planning required. We’ll always provide a transparent quote after an initial consultation to ensure the value aligns with your needs.
Cedar (Core)
$1,375 to $3,250
Ideal for clients who need accurate, timely tax filing with essential planning. This tier includes:
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Federal and home state returns
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Basic IRS support
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Retirement contribution review
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Charitable tracking
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Up to 10 K-1s/1099s and 2 rental properties
Perfect for peace of mind and reliable compliance.
Redwood (Strategic)
$3,250 to $5,850
Designed for clients seeking forward-looking strategies and personalized planning. Includes everything in Cedar plus:
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Year-end tax projections
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Stock option & RSU planning
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Non-resident state returns (1–4)
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Personalized tax summary report
Great for proactive tax planning and wealth optimization.
Sequoia (Comprehensive) $5,850 to $9,250
For clients with complex financial profiles, offering:
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Multistate and international tax compliance
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Customized tax scenario simulations
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Strategic guidance for intricate financial situations
Best for high-net-worth individuals or those with multiple entities and global considerations.