Transforming tax services
We have been serving tax and accounting needs for over 11 years and with time comes lots of experience and know how. Dedicated to always being on top of her game, Toni has made it a priority to always be growing and improving. As a business owner for most of her adult life she can relate to a lot of the challenges people face running their businesses and finding solutions to problems is her never ending quest. We are a personalized tax and consulting firm. We take pride in putting our clients needs at the forefront of our practice. We consult on everything from personal, business, non-profits and trust.
A modern approach
It’s essential for us that our clients get personalized suggestions. Rather than do things the typical way, we’ve created a system designed around our clients’ needs.
Our rates
Hourly Consulting
Online or in-person, this is designed to process and explore tax planning questions and strategies
60 mins | $195 | Get started
Monthly Maintenance
This consists of monthly book and binder maintenance for Corporations.
4 consulting hours a year to be used at the client’s discretion are provided online or in-person, this time will be spent evaluating your business health to provide tax advice and strategies during the year.
Monthly | $250 | Get started
Basic
No itemization, no schedules attached other than EITC, dependent credits or AOTC $95
Intermediate
Sch A itemized, Sch D or 2106
$250
Advanced
Sch C or Sch E
$375
Firefighters
As a thank you no matter the length of the return or schedules included your fee is always capped at $200 to show our gratitude!
Corporate
Return price only does not include Profit and loss or balance sheet production.
$595
Trust
Whether this is an initial return or a final we are here to help.
$475