Services //

Built to simplify and brighten your financial journey.

 
 
 

Tax preparation // $499

Our tax preparation (or amendment) service makes tax filing simple and stress-free. With a fully digital process, we prepare your tax returns accurately and review them thoroughly to ensure all eligible deductions and credits are applied. Plus, you can expect your return in a fast, two-week turnaround. This service includes:

  • Preparation of federal, one state, & one local tax return

  • 15-minute virtual meeting to review your return

  • Tips & tricks to reduce your tax bill

  • Year-round email access for questions

 
 
 

Consultation call // $299

Major financial goals come with complex tax considerations. This service is designed to help you navigate them confidently to make informed decisions. The service includes:

  • Initial 30-minute meeting: Discuss your objectives and outline your current situation.

  • Personalized step-by-step guide: A comprehensive document detailing how to achieve your tax-optimized goals.

  • Follow-up 1-hour session: Review the plan, ask questions, and ensure you're prepared for the next steps.

Example topics: Stock option management, tax-efficient charitable giving, college savings plan optimization, taxable sale of a home, tax-loss harvesting

 
 
 

withholding assistance // $199

Proper withholding is essential to avoid April tax surprises. Our team will review your year-to-date withholding or estimated tax payment plan to make sure you’re paying the correct amount. This service includes:

  • Updated W-4 forms for federal, state, and local filings

  • Custom estimated payment amounts and vouchers (if applicable)

  • Estimate of your refund (or payment) for the upcoming tax year