Streamline Your Taxes With Confidence.
Our experienced team of tax experts specializes in guiding high-net-worth individuals through complex tax landscapes with personalized care.
Who we serve
Our team can help most individual taxpayers. We may be an especially good fit for you if you fall into one or more of these categories.
High income earners
Individuals and families earning $500,000 or more annually.
Business Owners
Individuals with self-employment or other business income.
Investors
Individuals and trusts with investments in stocks, bonds, investment partnerships, or small businesses.
Complex transactions
Individuals or trusts planning or reporting complex transactions, such as a 1031 exchange.
Real Estate Investors
Individuals or trusts who hold real property for rent or investment.
Trusts & Estates
Individuals serving as trustee of a trust or estate or beneficiaries of trusts or estates.
Tax Prep Made Easy
Our modern, flexible approach to tax preparation is designed to make your tax return process quick and painless.
1
Tell us about yourself & securely upload your tax documents to your client portal.
2
Our tax experts review your docs, check for tax savings, and prepare your returns.
3
Respond to requests for additional information, if necessary.
4
Review electronic copies of your returns & approve them through your client portal.
5
Electronically sign your tax returns to approve IRS and state filings.
6
Refunds will be directly deposited to your account, or payments auto-withdrawn.
Transparent, Up-front Pricing
Your custom pricing confirmed prior to the start of work to avoid unexpected bills.
Our minimum fee for individual income tax returns is $525.
Our minimum fee for fiduciary income tax returns is $900.
Actual pricing depends on complexity and requires a custom quote. Schedule a consultation to get your custom price.
Get Started Today
Contact us using the form below or call 559-409-4128 to see how we can streamline your taxes.