Book an appointment

Consultation

With our consulting services we try to address your tax and business questions and break down the answers in a way that is easy for you to understand.

2 Options

Personal Tax Preparation

For clients who have a regular W-2 paying job(s). Includes: Preparation and e-filing of Federal forms, State form, any filing status, any number of dependents, and itemizing if needed. If you have other types of income see Self-Employed/ Investor tax return instead.

2 Options

Self-Employed / Investor Tax Preparation

For clients who are: Self employed (Form SCH C/1099Misc), stock Investors(1099-B/SCH D), have rental income(SCH E), farming Income (SCH F), or simply have a more complex tax situation than a regular tax return. Includes: Preparation and e-filing of Federal forms, State forms, one of the income source forms listed above, any filing status, any number of dependents, and itemizing if needed. (+195 for each additional schedule listed above).

2 Options

Single Member LLC Tax Preparation

For clients who have a Single Member LLC that is taxed as a Sole Proprietorship in states that require a separate state LLC form like California. Includes: Preparation and e-filing of Federal 1040, Schedule C, State, State SMLLC form, any number of dependents, and itemizing if needed. (+195 for each additional self employed or investment income source).

2 Options

Self Employed Masterclass (live/online)

We understand when you start a business its hard to find guidance, and not all free information is good information. That is why we offer a self employed masterclass to help you get on the right path. I am not just a tax professional, I have helped many entrepreneurs and small business owners start their own side hustles, second sources of income, and small businesses.  In our self employed masterclass we may cover many topics like; How Business Entities affect your taxes, Business Taxes, IRS/State/City compliance, Personal Finance, Bookkeeping, much more!

$695 · 2 hours

Personal Finance Masterclass (live/online)

Your Personal Finance Masterclass will consist of one virtual online meeting with me in which we go over several things like; your specific financial situation, your fears, ambitions, and financial goals. I then provide your feedback and help you create an action plan to reach your goals. You will learn that personal finances are much more than just talking about numbers. The main objective is to change your money habits and your perspective about money and help you become financial free.

$495 · 2 hours

Fabian