Tax planning

Tax preparation

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Filing of your state and federal taxes
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Using your full financials to minimize taxes due
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Available only to ongoing financial planning clients
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Occasionally we will refer out more complex returns
our services

Pricing plan

Income Tax Filing

• Single filers start at $200

• Joint filers start at $300

• Pricing requires ongoing financial planning subscription

Starting at $200
/per return
Let’s see if we can work together