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Tax Planning · Consulting
The best tax savings come from decisions made before the year ends. We review your income, structure, and deductions so you keep more of what you earn, legally.
A clear look at the decisions that shape your tax bill.
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Whether a sole proprietorship, LLC, or S corp election fits your income.
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Retirement contributions and deductions you may be missing.
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Estimated taxes planned around your real cash flow.
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A move, marriage, home sale, or new business.
Start free, then choose the level of planning that fits.
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A quick look at your situation and next steps.
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$150 for 60 minutes, plus a written summary of your options.
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Ongoing check-ins, quoted after a consultation.
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Start monthly bookkeeping within 14 days and your $150 session fee goes toward your first month.
Every client gets the same care, whether you meet us in Phoenix or by video call.
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Book a free 30-minute consultation or request a quote, in person in Phoenix or by video call.
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We confirm what you need and the price before we start.
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You share documents through our secure client portal instead of email.
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We prepare your return, review it with you, and file.
The consultation is free. Tax Strategy Sessions are $150. Year-round planning is quoted after a consultation.
Monthly bookkeeping has a three-month minimum. If you cancel early, the remaining months are still due.
Book a free 30-minute consultation or request a quote. Meet with us in person in Phoenix or virtually, and share documents through our secure client portal.
Our preparer holds an IRS Preparer Tax Identification Number (PTIN). We are not CPAs, Enrolled Agents, or attorneys, and we do not represent clients before the IRS.