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Welcome!

To book your appointment, please read the following and then click the button below.

Here's how we bill and how much

First 20 Minutes are Free for New Clients

20 minutes of free consultation is available to all new clients. There are two ways to book:

  • Choose a free 20 min. call.  If 20 minutes turns out not to be enough time, you can schedule a 40 min. follow up for $99.  
  • Or, you can book a 1 hour call for $99 which includes the first 20 free minutes.

Special Promotions

Use this paragraph to describe what you do. This is a great place to let your visitors.

  • Receive 10% off your total bill when if you pay the full retainer fee in January 2025 for any prior year tax return.  
  • Receive a $50 gift card to any of our retail partners when you refer a new client who pays a full retainer fee.

Tax Resolution Standard Rates

Back Tax Payment Plan Package Starting at $499
Back Tax Reduced Payment Plan PackageStarting at $699
Currently Not Collectable Status PackageStarting at $499
 Offer In Compromise (Debt Settlement) PackageStarting at $999
 Amended 1040'sStarting at $399 each
Amended Business Returns (All Forms)Starting at $799 each
Amended Quarterly 941Starting at $249 each
 Amended Sch. K1$149 each
 Hourly Tax Resolution (1hr. min.)$150/hr
Hourly Bookkeeping and Records Prep. (1hr. min)$85/hr

Retainer Fees & Billing

We work on a retainer fee basis.  We collect the retainer up front upon signing an agreement and hold the funds in a retainer account.  We cannot begin work on your file until the retainer fee is received in full.  

  • Any unused amount of your retainer is refundable. Allow up to 30 days for your retainer balance to be refunded.
  • We only accept credit cards and ACH and other electronic forms of payment unless otherwise authorized.
  • Checks may be accepted in limited circumstances but we cannot start work on your file until the check has cleared.

I'm ready!

I have read the above and am ready to book my call.