1 hour call to go over all steps of the business credit process including how to start, how to build, and how to get capital with no PG. There will be an additional fee of $299 to include the step by step business credit guide.

This consultation is to discuss the best business structure for you. Fee includes consultation, business registration and EIN number. There may be additional fees to cover registration costs.

This consultation is to discuss retirement and insurance related products that are best for your financial situation and filing status. The product costs are on a case by case basis.

This is for prior year tax clients and monthly paying clients only. If you book this appointment type and you are not a current client the appointment will be canceled.

This is for a phone consultation to address any tax questions and/or gather information sufficient to quote a fee for tax preparation. The upfront fee is a non-refundable deposit that is applied towards the tax prep fee.

The base tax fee for individual tax returns is $350, the base fee for married filing joint returns is $450 and the base fee for business returns is $500.

This consultation is for individuals and businesses that need full year Accounting services and/or catchup of prior year books to produce financial statements such as a Profit & Loss statement and Balance Sheet. Fee covers consultation, QuickBooks setup and onboarding. Monthly fee will be assessed on the call starting at $750/month.

This consultation is for intake questions only. Tax Planning is $500 per plan if you choose to proceed. Quarterly planning is recommended.

This consultation is to cover payroll inquiries and setup only. Make sure to ask about my preferred rate with ADP.