Stress-Free, Accurate Tax Solutions
We provide professional tax services designed to maximize deductions, ensure compliance, and eliminate the stress of tax season.
TAX SERVICES (starting at)
- Individual Tax Return: $300+
- Self-Employed / 1099: $500+
- Small Business Returns: $700+
- Amendment it’s $700+
- Annual/Quarterly Tax planning Session : $1,500-$8,000
✔ Final pricing based on complexity
FINANCIAL COACHING
1:1 Coaching Session (60 min): $150
1-Month Mentorship Program: $2,500
3- Month Mentorship is $3,500
6- Month Mentorship $5,000
PREMIUM Mentorship $10,000
✔ Final pricing based on complexity
LIFE INSURANCE
No consultation fee
Policies based on age, health & coverage needs
✔ Free policy review
RETIREMENT & EDUCATION PLANNING
401(k) → Roth IRA Strategy Session: Free
Roth IRA Setup Guidance: Free
529 College Planning Session: Free
✔ Free policy review
Frequently Asked Questions
Find answers to common questions about our tax services.
Yes. Initial consultations are complimentary.
Yes. We serve individuals, entrepreneurs, and small business owners.
Yes. We provide education and guidance for 401(k) to Roth IRA rollovers
Currently, we specialize in term life insurance.
No. Coaching services are non-refundable once started.
Titles & Credentials
Choose the option that works best for you.