01

Basic Tax Advisory

For individuals and small businesses with straightforward tax needs.

Services Include:

• Tax advisory for individual (Form 1040) or simple business returns.
• Standard deductions and credits applied.
• State and federal filings.

02

Comprehensive Tax Support

For individuals or businesses with more complex tax situations.

Services Include:

• Tax advisory for individuals or businesses with advanced structures.
• Tax planning to minimize liabilities and maximize deductions.
• Support for multi-state and federal filings.
• Year-round support and advice.

03

Advanced Tax Strategy

For high-net-worth individuals or businesses seeking proactive tax planning.

Services Include:

• Tax strategy development, forecasting, and planning.
• Investment and business structure optimization.
• Estate planning and advanced deductions.
• Year-round strategic support and audit assistance.

Pricing: call 202.892.7574. Hourly consulting available.