For tax preparation, planning, and advisory services, designed to provide flexibility, ongoing support, and clear value for your clients. Each option is in-addition to any tax preparation or other services and can be customized for individuals, families, or business clients.
Ideal for individuals or small business owners who want basic year-round support and proactive planning.
Includes:
Designed for professionals, consultants, or growing businesses with evolving tax needs.
Includes:
Best for high-net-worth individuals, multi-entity business owners, and those with complex tax matters.
Includes:
We can tailor a retainer based on your specific needs—whether you're a startup founder, real estate investor, or managing multiple income streams.
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