Services & Rates

Rates

We believe in investing in our community and we know that everybody needs help sometimes. Our rates are highly competitive, but more importantly, we’ll work with you to design a work plan and rate that’s right for you. Everybody has unique circumstances — shouldn’t everybody have unique rates?

Services

We offer a host of tax, financial, and business services, including:

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  • personal taxes
  • small business taxes
  • IRS troubles
  • bookkeeping
  • financial statements
  • financial statement reviews
  • tax/accounting technology
  • business and management consulting
  • estate planning
  • contract review
  • due diligence

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  • investment advice
  • portfolio review
  • strategic financial planning
  • retirement planning
  • business evaluations
  • fairness opinions
  • asset evaluations
  • family budgeting
  • notarization and notarial acts

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Please browse our website for more information and use our contact form if you have any questions!