Do I need to be in Iowa to use your services?

No, we provide 100% virtual services to clients across the Eastern United States including CT, DE, FL, GA, IA, ME, MD, MA, NH, NJ, NY, NC, OH, PA, RI, SC, VT, VA, WV, and DC. You can work with us from anywhere in these states.

Is my data secure with virtual tax services?

Yes, we use secure document upload systems and encrypted communication to protect your sensitive financial information. All data is handled with strict confidentiality and compliance with IRS regulations.

What states do you serve?

We serve clients across the Eastern United States: Connecticut, Delaware, Florida, Georgia, Iowa, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Vermont, Virginia, West Virginia, and Washington DC.

What tax services do you offer?

We offer comprehensive tax preparation, IRS representation, bookkeeping, and CFO services for individuals and businesses across Eastern USA.

Are your services available remotely?

Yes, we provide 100% remote services. No office visit is needed. We serve clients virtually across Connecticut, Delaware, Florida, Georgia, Iowa, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Vermont, Virginia, and West Virginia.

How much do your services cost?

Our pricing varies based on the complexity of your tax situation and services needed. We offer competitive rates and free initial consultations to discuss your specific needs.

Can you represent me before the IRS?

Yes, we provide IRS representation services for audits, appeals, and other matters. Our team has extensive experience in IRS representation.

Pricing

Transparent Pricing

Starting prices for all our professional services. Final pricing varies based on complexity.

Prices shown are starting rates and vary on a case-by-case basis. Contact us for a personalized quote. This website is for marketing and communication purposes only.

Personal 1040 Return

$150+

Business Tax Return (LLC/S-Corp)

$350+

ITIN Application (W-7)

$200

Tax Planning Consultation

$250/hr

Amended Return (1040-X)

$200+

IRS Representation

$300+

State Tax Return

$100+

How would you like to pay?

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Services & Solutions

Integrated Financial Leadership for Growing Businesses

Scalable CFO bundles with embedded accounting & tax planning. Proactive compliance, cash flow optimization, and growth strategy.

Foundation

Perfect for startups and early-stage businesses

Monthly financial review & cash flow analysis
Quarterly business advisory calls
Tax planning & compliance oversight
Bookkeeping & accounting integration
Secure client portal access

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Growth

For scaling businesses needing strategic guidance

Bi-weekly financial strategy sessions
Monthly performance dashboard & analytics
Proactive tax optimization & planning
Full accounting, bookkeeping & payroll
Working capital & cash flow optimization
Priority support & advisory

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Scale

For mature businesses requiring comprehensive CFO oversight

Weekly strategic financial leadership
Real-time financial dashboards & KPIs
Advanced tax strategy & entity planning
Full-service accounting & compliance
M&A advisory & growth planning
Board-level reporting & governance
Dedicated CFO advisor + team

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✓ Accounting, bookkeeping & tax planning are integrated into every CFO bundle for seamless oversight.

Our coordinated network ensures that financial strategy, compliance, and operational accounting work together—no fragmentation, no missed opportunities.

Engagement Model

Engagement Type

Retainer (ongoing)
Project-based (specific scope)
Hybrid (retainer + projects)

Reporting Cadence

Monthly financial reviews
Quarterly strategy sessions
Annual comprehensive planning

Portal Access

Secure document management
Real-time financial dashboards
Encrypted communications

What We Provide & Boundaries

✓ Tax preparation & planning

✓ Accounting & bookkeeping

✓ Financial advisory & strategy

✓ Cash flow optimization

✓ Business consulting

✗ Insurance advisory

✗ Lending/financing services

✗ Investment advisory

For insurance, lending, or investment advisory needs, we maintain relationships with trusted partners.

Request a CFO Readiness Assessment