SERVICES
individual & Business taxes
CPA prepared individual & business tax return ensures your taxes are accurate and comply with the current tax laws. We help identify the deductions and credits you are eligible for. We use electronic filing so you receive your refund faster.​​
Pricing
Price is based on complexity of preparation, including number of forms needing to be completed. Schedule your Tax Prep Call and we can give you an estimate on cost for tax preparation based on information provided.
business Accounting
Our business accounting services includes financial statement preparation, bank reconciliations, transaction reviews, QuickBooks support, budgeting and business consulting. We tailor our services based on what your business needs.
Pricing
We offer monthly pricing. We provide a proposal for work to be completed, tailored to your individual business needs. The cost of the work is broken out into monthly billing. Your accounting costs will be a predictable amount every month. This pricing also includes access to call/email with any questions or issues. You won't get a random bill for a 15 min call with your CPA. We want you to call us with any questions, and keep small problems from becoming big problems. Schedule A Free Consultation today to get started.
tax advising
We provide strategic guidance to individuals and businesses to optimize your tax situation. We develop strategies to legally reduce the amount of taxes owed, by leveraging deductions, credits, exemptions, and other provisions in the tax code. This might include timing income and expenses, structuring transactions, or using tax-efficient investment strategies.
Pricing
Tax advising is priced at an hourly rate of $250/hr. After your free introduction call, you will be given a quote for the project.
Financial planning
We can offer financial planning, through Dream Lake Financial (a registered investment advisory firm under common ownership). We combine financial planning with your tax return, to minimize your tax liability and maximize your returns. Through Dream Lake Financial, we advise on investments, retirement planning, and other financial decisions that have tax implications.
Pricing
Please see Dream Lake Financial website for planning and investment management fee information.
Business start up advising
We advise on initial set-up and periodic review as needed. This can include setting up a chart of accounts, setting up the bookkeeping process, budgeting, establish financial reporting, taxes and financial forecasting.
Pricing
Tax advising is priced at an hourly rate of $250/hr. After your free introduction call, you will be given a quote for the project.