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Services & Pricing

Tax Resolution Services

Don't face your tax debt alone. Get help from a former IRS insider!


-Transcript Analysis

-Stop/Address/Remove Liens & Levys

-Installment Agreement / Payment Plans

-Offer in Compromise

-Partial Pay Installment Agreements 

-Non Collectible Status

-Audits

-Appeals

Tax Strategy & Planning

Looking to leave the tax preparer who just files your taxes, for a tax strategist who helps you pay less taxes? Look no further! We offer:


- Individual & Small Business Tax Preparation

- Year-Round Tax Planning 

- Maximization of Tax Savings 

- Tax Optimization and Scenario Modelling

- Retirement Tax Planning 

- Audit Risk Management 

- Proactive Tax Credit & Deduction Strategies 

- Tax Strategy Report

Boost Your Business

We will work with you on your small business growth strategy to increase profitability. 


- Tax Planning & Monthly Business Reminders

- Budgeting & Forecasting

- Profitability Analysis

- Cash Flow Forecast Management

- Key Performance Indicators 

- Risk Management

- Growth Strategy 

- Exit Planning & Succession

IRS & State Tax Resolution

Tax relief help from a tax resolution specialist formerly with the IRS.

Discovery

$500

Initial deep dive investigation involving IRS transcript analysis, state tax account review, and review of notices received to determine estimated tax liability, predict enforcement action, and identify potential collection alternatives. 

Resolution

Starting at $1,500*

Pricing displayed applies to federal (IRS) tax liability only. State tax resolution will be an additional $500 per service for both. 


  • Tax Opinion Memorandums | $1,500+
  • Penalty Abatements | $1,500+
  • Installment Agreements | $2,000+
  • Audit Representation | $3,000+
  • Offer in Compromise | $3,000+
  • Payroll [Trust Fund Recovery] | $4,000+
  • Filing of Back Taxes | Individual - $200+ per tax year | Business - $400+ per tax year

*Final pricing based on complexity and substantiating documentation readiness. 


Tax Strategy & Preparation

Individual and small business tax strategy to proactively reduce tax liability. Tax preparation services for nonfilers and taxpayers in need of expert help.

Tax Strategy

$300+ per session/quarter

  • Quarterly Income and Tax Liability Assessment 
  • Quarterly Estimated Tax Calculation
  • Deduction and Credit Optimization
  • Income Shifting Strategizing
  • Retirement Tax Planning

Individual Tax Preparation

$300+ Per Return

  • Federal
  • All states except Oregon 
  • 15 minute post return strategy call included. 

Business Tax Preparation

$400+ Per Return

  • Federal
  • All States except Oregon
  • Single, Multiple Member LLC's
  • S Corporations
  • Partnerships 
  • 15 minute post return strategy call included. 


Fractional CFO Services

A strategic financial partner for the small business owner wanting to acheive growth.

Strategic Financial Discovery

$1,500+

A 360-degree review of business books, workflows, and margins. Client receives a report that highlights exactly where cash is leaking and where biggest growth opportunities are.

Monthly Service

$250+ per month

  • Financial Road Map for Business Goals
  • Cash Flow Management 
  • Financial Reporting and Analysis
  • Business Growth Strategy

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