Private Tax Solutions
Private Tax Solutions
We are passionate about working with entrepreneurs, investors, and those with unique tax situations. We are a dedicated tax, accounting, and financial services firm who has the knowledge, devotion, and skill to optimize your financial situation, save you money, and best prepare you for success with proactive tax planning.
We have the expertise and experience to deliver a hands-on approach to your services so that you have the critical information to minimize taxes and improve your and your business’s financial health.
Whether you require expert tax preparation during filing season or need bookkeeping or payroll services, we’ll guide you throughout the year in making prudent financial, tax, and accounting decisions.
We have the expertise and experience to deliver a hands-on approach to your services so that you have the critical information to minimize taxes and improve your and your business’s financial health.
Whether you require expert tax preparation during filing season or need bookkeeping or payroll services, we’ll guide you throughout the year in making prudent financial, tax, and accounting decisions.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Specialties
Service Pricing
Monthly Fixed Fee
Quarterly Fixed Fee
Annual Fixed Fee
Preferred Industry
Client Type
Clients who would be a good fit
Business or Investors with complex tax situations or multiple K-1s and Schedules.
Clients who wouldNOTbe a good fit
Individual return with no additional schedules.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
