Advising

Guiding Your Journey to a Brighter Tomorrow. Advising is the compass that navigates your life's choices, offering expert insights and thoughtful guidance to help you make informed financial decisions and find your true success because YOU MATTER!

Bookkeeping

Where Numbers Find Clarity. We perform the art of financial precision, providing a structured foundation for recording and organizing your financial transactions. We ensure you have a clear and accurate picture of your financial health as you grow and climb the stairs of success.

Income Taxes

Empowering Your Financial Peace of Mind, One Return at a Time. Tax Preparation is more than just numbers to us; it's a meticulous and caring service dedicated to getting to know you, simplifying the tax process, building trust, and communicating with you every step of the way.

Income Tax Preparation

We specialize in preparing individual and small business taxes to give you a world class experience in the Perry, Geneseo, Warsaw, Leicester, and Castile areas.

Tiers are priced per client based on complexity. Engagement letter(s) must be signed and submitted with your documents before we start preparing your returns. Income tax preparation includes:

Your choice of in-person or virtual meetings

Detailed review and comparison with prior year’s tax forms & return

Quick communications

Your own Client Tax Portal.

Consulting for your future: Discuss your short- & long-term goals, milestones, and how to achieve your self-defined happiness.

Tax Tier Pricing

platinum tier, $250 to $400, tax preparation

Up to 7 tax forms
+ 2 schedules or worksheets.

diamond tier, $400 to $800, tax preparation

Up to 10 tax forms + 3 schedules
or worksheets, and 2 small businesses.

elite tier, $800 plus, tax preparation

10+ tax forms, 3+ schedules or worksheets
+ multiple small businesses.

Meeting Bundle

Meeting appointments are 1 hour. All meetings expire on 12/31 of each year, so choose your Meeting Bundle keeping that in mind. Give us a call if you have any questions: 585-237-5365

Tax Bundle Pricing

Taxes –  After taxes are complete and regular review is complete you get 2 additional meetings. More advice, consulting $250.00

General Meeting Bundles

Advising for any client on any topic.

12 meetings – monthly $1500.00

6 meetings – bi-monthly $750.00

4 Meetings – Quarterly $500.00

2 meetings – biannual $250.00

1 meeting – annual $125.00