Individualized Tax Services
Our firm offers a range of tax preparation and advisory services tailored to meet the unique needs of individuals.
Whether you’re a young professional, a retiree, or a business owner, we have the expertise and experience to help you navigate the complex tax landscape.
Our goal is to provide you with proactive, comprehensive, and personalized tax solutions that help you minimize your tax liability, maximize your post-tax net worth, and achieve your financial goals.
Core 1040: Basic Tax
We understand that not everyone wants or needs an proactive advisory approach to their tax preparation. Some individuals may prefer a more traditional tax preparation service that focuses solely on completing and filing their tax returns. Others may already have a trusted financial advisor who provides comprehensive tax planning and advisory services .
This is where our Core Basic Tax services comes in.
This level of service is designed to assist individuals with their tax needs. Our team will gather financial information, identify deductions and credits, and prepare tax returns in accordance with the latest federal and state tax laws. The CPA-reviewed service ensures accuracy, compliance, and attention to detail, staying up-to-date with the changing tax landscape.
Core 1040: Advisory + Tax
With our Tax + Advisory services for individuals we combine our years of tax experience of tax and financial advisory with our quality tax preparation services.
Each of our Tax + Advisory levels starts out with an upfront advisory program to level set and provide our clients with a personalized tax planning experience.
This advisory continues throughout the tax preparation process. Our comprehensive Tax + Advisory packages provide proactive strategies and year-round support to minimize your tax liability and maximize your post tax net worth.
OUR CORE SERVICES AT A GLANCE
Upfront Advisory
Lay the groundwork for long-term success with expert insights and initial strategies tailored to your financial goals.
- Preparing for Tax Season Guide
- Understanding Your Taxes
- Tax Efficiency Strategies
- Multi-Year Tax Planning Strategy (Optional)
- Preparing for Tax Season Guide
- Understanding Your Taxes (Optional)
- Tax Efficiency Strategies (Optional)
- Multi-Year Tax Planning Strategy (Optional)
- Preparing for Tax Season Guide
- Understanding Your Taxes
- Tax Efficiency Strategies (Optional)
- Multi-Year Tax Planning Strategy (Optional)
- Preparing for Tax Season Guide
- Understanding Your Taxes
- Tax Efficiency Strategies
- Multi-Year Tax Planning Strategy
Tax Preparation
Ensure compliance and accuracy with our professional tax preparation services, covering everything from filings to deductions.
- Federal and Applicable State Returns including common schedules and statements
- Prior Year Safe Harbor Calculated Estimates
- Electronic Filing of Returns
- E-Signature
- Tax Return Completion Email or Video
- In-Depth Tax Saving Recommendations
- Basic Tax Saving Recommendations
- Federal and Applicable State Returns including common schedules and statements
- Prior Year Safe Harbor Calculated Estimates
- Electronic Filing of Returns
- E-Signature
- Tax Return Completion Email or Video
- In-Depth Tax Saving Recommendations
- Basic Tax Saving Recommendations
- Federal and Applicable State Returns including common schedules and statements
- Prior Year Safe Harbor Calculated Estimates
- Electronic Filing of Returns
- E-Signature
- Tax Return Completion Email or Video
- In-Depth Tax Saving Recommendations
- Basic Tax Saving Recommendations
- Federal and Applicable State Returns including common schedules and statements
- Prior Year Safe Harbor Calculated Estimates
- Electronic Filing of Returns
- E-Signature
- Tax Return Completion Email or Video
- In-Depth Tax Saving Recommendations
- Basic Tax Saving Recommendations
Communications, Meetings, and Support
Stay connected with regular updates, personalized meetings, and continuous support whenever you need it.
- Dedicated Partner
- Tax Drop Off Meeting with Partner
- Tax Drop Off Meeting with Tax Staff
- Tax Return Review Meeting (Optional)
- Portal Access
- Communication Method- Email
- Communication Method- Email & Phone
- Government Notice Response*
- Comfort Letter (Optional)
- Bi-Annual Client Meeting and Touch Ins
- Quarterly Client Meetings and Touch Ins
- Annual Meetings with Financial Advisor
- Dedicated Partner
- Tax Drop Off Meeting with Partner
- Tax Drop Off Meeting with Tax Staff
- Tax Return Review Meeting
- Portal Access
- Communication Method- Email
- Communication Method- Email & Phone
- Government Notice Response
- Comfort Letter
- Bi-Annual Client Meeting and Touch Ins
- Quarterly Client Meetings and Touch Ins
- Annual Meetings with Financial Advisor (Optional)
- Dedicated Partner
- Tax Drop Off Meeting with Partner
- Tax Drop Off Meeting with Tax Staff
- Tax Return Review Meeting
- Portal Access
- Communication Method- Email
- Communication Method- Email & Phone
- Government Notice Response
- Comfort Letter
- Bi-Annual Client Meeting and Touch Ins
- Quarterly Client Meetings and Touch Ins
- Annual Meetings with Financial Advisor
- Dedicated Partner
- Tax Drop Off Meeting with Partner
- Tax Drop Off Meeting with Tax Staff
- Tax Return Review Meeting
- Portal Access
- Communication Method- Email
- Communication Method- Email & Phone
- Government Notice Response
- Comfort Letter
- Bi-Annual Client Meeting and Touch Ins
- Quarterly Client Meetings and Touch Ins
- Annual Meetings with Financial Advisor +
* Limited to first response only, additional responses may be billable
+ On Demand as Needed
Tax Planning and Ongoing Advisory
Proactively manage your tax strategy with year-round planning and expert advisory services.
- Current Year Quarterly Tax Calculations
- Tax Return Based Projection (Optional)
- Year End Tax Projection (Optional)
- Annual Tax Plan Update ** (Optional)
- Current Year Quarterly Tax Calculations (Optional)
- Tax Return Based Projection
- Year End Tax Projection (Optional)
- Annual Tax Plan Update ** (Optional)
- Current Year Quarterly Tax Calculations
- Tax Return Based Projection
- Year End Tax Projection
- Annual Tax Plan Update ** (Optional)
- Current Year Quarterly Tax Calculations
- Tax Return Based Projection
- Year End Tax Projection
- Annual Tax Plan Update **
** Annual Tax Plan Update Requires a Multiple Tax Plan Strategy to be completed.
Starting Fees
Get a transparent overview of our pricing, with the final fee based upon the overall complexity of your needs.
Upfront Tax Advisory
Basic Tax
Basic Tax- One Time Fee
Advisory + Tax
Silver- One Time Fee
Advisory + Tax
Gold- One Time Fee
Advisory + Tax
Platinum- One Time Fee
Annual Tax Preparation Fee
Basic Tax
Basic Tax- Monthly Payment
Advisory + Tax
Silver- $75/Monthly Payment
Advisory + Tax
Gold- $100/Monthly Payment
Advisory + Tax
Platinum- $175/Monthly Payment
Take the Next Step Toward Financial Confidence
Ready to take control of your financial future? Let us help you navigate your tax and advisory needs with personalized solutions.
Get In Touch
We want to hear from you! Please fill out the form below and a representative will be in touch with you ASAP. Thank you!
Give Us A Visit
Do you need to drop something off or just want to come by and say hello?
Our office is opened Monday through Friday 9am-5pm
46 W. Shadbolt Street, Ste A., Lake Orion, MI 48362