All of your tax and financial needs managed under one roof.

Running a business and managing multiple sources of income can take up a lot of your time. So while you focus on growing your business, we support the back office financial stuff like accounting, bookkeeping, payroll, tax planning, business compliance, and tax preparation. We like to keep things simple so we organized our value into two options to meet the needs of our clients in an impactful way that just works.

Option #1 – Reporting OnlyOption #2 – Year-Round Planning + Reporting (Flagship Program)
Historical tax reporting to maintain IRS and state complianceYear-round planning to realize the best possible results for the future
The focus of the engagement is tax preparation which reflects what has already happened using the data you provide to usYour taxes and your financial goals are addressed based on data we’ve tracked, gathered, created, analyzed, and managed throughout the year
During tax season, you’ll receive a brief summary call or email to discuss the results of your tax returnDuring tax season, you’ll receive a brief summary call or email to discuss the results of your tax return AND receive year-round touch points, meetings, and advice with an IRS Enrolled Agent
The goal is efficient and effective preparation and filing to make sure you get all of the tax deductions and credits you qualify forThe goal is proactive action planning and execution throughout the year. There will be NO surprises at tax time and you’ll get better results working with a trained professional who specializes in tax law

How do I know which option is best for me?

The Reporting Only option is most suitable for clients who earn most of their income as an employee that receive a W-2. The Year-Round Planning + Reporting option is best suited for the self-employed (or W-2 earners with a side hustle), freelancers, independent contractors, and individuals with complex tax returns.

When should I select the option that I want?

You can select either option at any time. If you’re currently a reporting only client, you can upgrade at any time. However, our year-round or Flagship program slots are based on the firm’s availability so please let us know as soon as possible. Also, depending on what time of year you select or upgrade to the Flagship program, pricing may be adjusted to align with the work that is needed at the start of the engagement.

Why should I work with you over another firm?

We recognize that the landscape of companies and the way people work are changing and we realize people need more help than ever. In order to best support our clients, we’ve found that this approach works and keeps things simple. Gone are the days for the old brick-and-mortar tax and accounting firms who don’t care about the health of your business, finances, or taxes. Our #1 priority is YOU and our guide is your goals. We believe success is progress and when you win, we win.

How much will it cost?

The Reporting Only option can average $250 – $615 a year for individuals who do not own a business. Similarly for business owners who only want their taxes prepared, the average price ranges $750 – $2,000+ depending on the complexity of your return. You get your taxes prepared right by an IRS Tax Expert to stay compliant.

If you can benefit from advance planning to ensure the best results through leveraging the value provided from the Individual or Business Flagship program you pay a simple monthly fee. For individuals who own rental properties, have capital gains and losses, or receive a K-1 from a corporation the monthly fee averages between $59 – $199. For businesses the monthly fee can range $99 – $499+. Regardless of the Flagship option selected, the exact monthly fee will depend on the complexity of your needs, the number of services you require, and the amount of planning needed in the upcoming year.

How do I get started?

  1. Contact us! Schedule an appointment by completing the form below, shoot us an email at, or call/text us at (301) 804-9237.
  2. Tell us what you’re looking for and we can suggest an option we believe will meet your needs.
  3. If you agree on the scope of the engagement and pricing, we’ll get you enrolled in a Flagship program and begin planning and/or prepare you for the upcoming tax season filing requirements.

What our clients say

Great service provider! Krystal (the owner) is very sincere and goes the extra mile to help with what can be a stressful process. I would highly recommend this service to everyone I know.

― Andrea, Business Flagship client

Thanks for being the best tax preparer! This is the first time in almost 15+ years that I got a refund and didn’t have to write a check for the balance owed! Glad that bill is gone and you have no idea how happy I am!

― Brian, Reporting Only client


9103 Woodmore Center Drive
Suite 2001
Lanham, Maryland 20706
United States


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