Service Pricing
Transparent pricing for our tax and notary services. For insurance, mortgage, and investment services, schedule a free consultation.
Individual Tax Return — Basic
Simple W-2 tax return preparation with standard deductions
- Federal & state filing
- W-2 income reporting
- Standard deduction optimization
- E-filing included
- Audit support for 1 year
Individual Tax Return — Premium
Complex tax return with itemized deductions, investments, and rental income
- Everything in Basic
- Itemized deductions
- Investment & capital gains
- Rental property income
- Self-employment income
- Prior-year amendment review
Business Tax Return
Full business tax preparation for LLCs, S-Corps, and partnerships
- Business entity return (1120, 1120-S, 1065)
- Profit & loss analysis
- Quarterly estimate review
- Business expense optimization
- Payroll tax reconciliation
- Year-round support
Tax Planning — One-Time Session
Single strategic tax planning session with personalized recommendations
- 90-minute strategy session
- Personalized tax plan
- Deduction optimization review
- Actionable recommendations
- Written summary provided
Tax Planning & Advisory
Monthly tax planning and strategic advisory services
- Monthly strategy sessions
- Quarterly tax estimates
- Year-round tax planning
- Proactive deduction tracking
- Priority support
- Tax law update alerts
Notary — In Person
Professional in-person notary services
- Document notarization
- Identity verification
- Same-day availability
- Mobile notary option
Notary — Online (RON)
Remote online notarization from anywhere
- Remote online notarization
- Video conference session
- Digital certificate
- Available nationwide
Consultation-Based Services
These services require a personalized consultation to ensure we find the best solution for your unique needs. Schedule a free consultation to get started.
Life Insurance
Protect your family's future with the right coverage. We'll help you find the best policy for your needs.
- Term & whole life options
- Coverage needs analysis
- Carrier comparison
- Family protection planning
Home, Auto, Renters & Business Insurance
Comprehensive insurance coverage for everything that matters. Get personalized quotes and expert guidance.
- Home & auto bundling
- Renters insurance
- Business liability coverage
- Claims assistance
Mortgage & Home Equity Loans
Navigate the home financing process with confidence. Expert guidance on rates, terms, and options.
- Purchase & refinance
- Home equity lines of credit
- Rate comparison
- Pre-approval assistance
Investments & Financial Planning
Build wealth and plan for retirement with personalized investment strategies and ongoing guidance.
- Retirement planning
- Investment portfolio review
- Wealth building strategies
- Financial wellness assessment
Not Sure Which Service Is Right for You?
Schedule a free consultation and we'll help you find the perfect fit for your financial goals.
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