Step 01
Select Services*
Select at least one service to begin. Note that the pricing displayed here is an estimate. We'll provide a formal quote once you meet with our team.
Step 02
Add Some Details
Tax Preparation
What type of tax preparation are you looking for?
What is your filing status?
Do you earn any independent contractor income (1099)?
How many rental properties do you own?
How many states do you file taxes in?
How many K-1 forms do you expect to receive?
Do you have Restricted Stock or Stock Options with your employer?
Do you have any foreign assets or income?
What is the tax structure of your entity?
How much revenue do you anticipate earning this year?
Is the business based in New York City?
Tax Planning
Foundational Plan
Additional Tax Planning Services
Bookkeeping
Estimated monthly expenses (incl. payroll): $0/mo
Basis of accounting
How many business banks or credit cards accounts do you have?
Payroll
Number of employees?
Are they paid on a salary or an hourly rate?
Estimated Investment
$
Per Year
Pricing displayed here is an estimate. We'll provide a formal quote once you meet with our team.
Step 03
Submit Your Details
Please provide your contact information and a team member will be in touch with you shortly.
Thankyou
Your Request has been approved.