Small Business Owners

We love working with small business owners. Entrepreneurship is our lifeblood.

Your business gross revenue should be anywhere from $200,000 to $2,000,000. If you’re a start-up and just launched, then you may still be a good fit!

No C Corporations - Sorry!

Investment Property Owners

We joke that every other client that works with us owns a rental property. We’re also good at reporting the correct cost basis for depreciation purposes - a common mistake!

Stock Options

Do you have RSUs, ESPPs, ISOs and/or other stock options? Tax planning around purchasing and selling is key and we can help advise you on what’s best (in our opinion). We’ll also make sure your tax return is reporting the correct cost basis when you sell the options.

“Simple” Tax Returns

Let’s face it… There is no such thing as a “simple” tax return anymore, thanks to Congress. If you only have a W-2 with stock sales, you are welcome here.

Jerks

Just kidding. We don’t work with jerks. If you’re a jerk and/or disrespectful to anyone on our team… expect to get a disengagement letter.

No Trust or Estate Work

We currently don’t work on trust or estate tax returns.

Doesn’t mind extensions

We offer tax planning to help avoid any tax surprises, penalties & interest.

Pricing

Tax Returns

Individuals

• Our average is $2,000 personal (1040)

• Not including state returns

Business Entity

• Our average is $2,500 for the business entity (S-Corporations, Partnerships)

• Not including state returns

Why we may be more expensive than other professionals in the area:

• We do the right thing

• We value response times and communication

• We know our stuff and stay in our lane of expertise

Business Accounting Services

Requires a meeting to determine fit and pricing. Minimum monthly pricing starts at $400/month.