Our Services

Full-service financial care,
under one roof.

Every service delivered by qualified professionals with the warmth and precision of a private family office. At prices that never exploit vulnerability.

Service I

Tax Preparation

Whether you're filing a straightforward W-2 return or navigating multi-state business filings, our preparers bring deep expertise and genuine care to every return. We don't rush through your taxes to maximize volume. We take the time to understand your situation and find every legitimate deduction you're entitled to.

And the price? The same flat rate whether your refund is $500 or $50,000.

  • Individual tax returns (simple and complex)
  • Small business returns (Schedule C, partnerships, S-Corps)
  • Multi-state filing support
  • Investment and rental property income
  • Prior year and amended return filing
  • IRS correspondence and audit support
  • Year-round availability (not just tax season)

Flat-Rate Pricing

Simple Individual (W-2)$150
Complex Individual$250
Small Business$350
Business Entity$500
Book Now
Service II

Bookkeeping

Clean financial records aren't a luxury — they're the foundation of every good business decision. Our bookkeeping services give you a crystal-clear picture of where your money goes, so you can plan with confidence instead of guessing.

We work with your existing systems (QuickBooks, Xero, Wave) or help you set up from scratch. Monthly, quarterly, or annual — whatever your business needs.

  • Monthly transaction categorization and reconciliation
  • Bank and credit card statement reconciliation
  • Accounts payable and receivable tracking
  • Financial statement preparation (P&L, balance sheet)
  • Quarterly cleanup and catch-up bookkeeping
  • Year-end preparation for tax filing
  • QuickBooks, Xero, and Wave setup and support

Monthly Plans

Basic (up to 100 txns)$200/mo
Standard (up to 300 txns)$350/mo
Premium (unlimited)$500/mo
Quarterly Cleanup$400
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Service III

Payroll Services

Your employees count on you to get it right. Our payroll services ensure accurate, timely processing every pay period — with proper tax withholding, filings, and compliance handled automatically.

No scrambling. No late filings. No penalties. Just payroll that works.

  • Bi-weekly and monthly payroll processing
  • Federal and state tax withholding and filing
  • W-2 and 1099 preparation and distribution
  • Direct deposit setup and management
  • New hire reporting
  • Quarterly payroll tax returns (941, state)
  • Year-end payroll reconciliation

Monthly Pricing

Up to 5 employees$100/mo
6 - 15 employees$175/mo
16 - 30 employees$275/mo
Each additional+$10/mo
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Service IV

Notarizations

Whether you need a quick document notarized in our office, a mobile notary who comes to your home, or a remote online notarization from anywhere in the world — we've got you covered.

Flexible scheduling, including evenings and weekends for time-sensitive documents. Professional, thorough, and hassle-free.

  • In-Office Notarization — Walk in or schedule an appointment at our office
  • Mobile Notarization — We come to your home, office, hospital, or any location
  • Remote Online Notarization (RON) — Notarize documents from anywhere via secure video
  • Real estate documents and deeds
  • Powers of attorney
  • Affidavits and sworn statements
  • Wills, trusts, and estate documents
  • Business and corporate documents

Notarization Rates

In-Office (per signature)$25
Mobile trip fee$75
Mobile (per signature)+$25
Remote Online (per sig)$25

Mobile travel included within 25 miles. Additional mileage at $0.67/mile.

Schedule Now
Service V

Loan & Mortgage Signings

Professional signing agent services for your real estate closings. We handle the entire signing package with accuracy and attention to detail, ensuring all documents are properly executed and returned promptly.

Experienced with all major title companies and lenders. Available for purchases, refinances, reverse mortgages, and HELOCs.

  • Purchase closings
  • Refinance signings
  • Reverse mortgage closings
  • Home equity lines of credit (HELOC)
  • Seller-side signing packages
  • Loan modifications
  • Same-day and next-day availability
  • Experienced with all major title companies

Signing Agent Rates

Standard Closing$150
Reverse Mortgage$200
Refinance$150
Seller Package$75

Travel included within 25 miles. Same-day availability subject to scheduling.

Schedule a Signing
Service VI

Small Business Support

Starting a business is hard enough without navigating the maze of entity formation, compliance requirements, and financial planning alone. We provide the operational backbone that keeps small businesses alive past year one — and thriving for decades.

From your initial LLC filing to ongoing compliance, strategic planning, and financial advisory — we're your partner at every stage.

  • LLC, S-Corp, and C-Corp formation
  • EIN (Tax ID) registration
  • State and local business license compliance
  • Annual report filing
  • Business financial planning and budgeting
  • Cash flow analysis and forecasting
  • Credit building and monitoring guidance
  • Retirement planning (SEP IRA, SIMPLE IRA, Solo 401k)

Business Support Rates

Entity Formation$250
Annual Compliance$300/yr
Business Plan$500
Consultation (hourly)$75/hr

Entity formation pricing does not include state filing fees (varies by state).

Let's Talk

Ready to experience
the Luxury Tax difference?

Book a free consultation and see what premium financial service with honest pricing actually looks like.