Hire a Trusted Partner
If you’re managing a growing business, balancing multiple income streams, or building a real estate portfolio, your taxes shouldn’t be an afterthought. We offer clear, strategic support for both your business and personal tax needs – including S Corps, Partnerships, LLCs, equity compensation, and rental investments – so you can stay focused on growth while we handle the complexity behind the scenes.
Get Clarity, Plan with Purpose
We grow with you — year after year.
Too often professionals and business owners share stories of feeling overlooked – treated like a transaction, not a person. Our firm takes pride in going beyond numbers, investing time to understand your business, your income streams, your investments, and your goals.
The kind of client relationship we value most is one built for the long-term – where we serve as your trusted advisor through each stage of growth. Whether you’re navigating S Corp strategy, managing equity compensation, or expanding a real estate portfolio, our goal is to be at your side through key decisions like purchases, sales, restructures, and exchanges. Strategy works best with its consistent, coordinated, and forward-looking – and that’s exactly the kind of partnership we’re here to build.
We’re here to help you move with purpose. Growing your business, building wealth, or planning for what’s next, we measure progress by how well we help you reach your goals.
16+
Years’ Experience
175
Clients Served
81%
Average Client Repeat Service
Find a Service, make an inquiry
Core Services
Compliance and Tax
Specialized tax services designed for individuals and small businesses.
✓
Individuals & Small Businesses Tax Return(s)
✓
Partnership(s) Tax Return(s)
✓
S Corporation(s) Tax Return(s)
✓
Individual Taxpayer Identification Number (ITIN) Application(s)
✓ Information Returns(1099s)
✓ Amended Tax Returns
✓ Business Dissolution
✓ IRS Notice Resolution
Starting at
$300
Advisory
Schedule a virtual meeting, phone call, or request written responses on topics including:
✓
Accounting and Bookkeeping
✓
Tax Plan Memo (includes tax strategies)
✓
Tax Research Memo
✓
Estimated Taxes Calculation
✓ Entity Selection and Restructuring
✓ Debt and Finance Advising
✓ Employee Benefits, Pension, and Profit-Sharing Plans
✓ Retirement Account Suggestions
✓ Scenario Analysis
✓ Financial Forecasts
✓ Strategies for Tax Savings
Starting at
$200
Accounting
Ideal for clients seeking streamlined financial management and actionable insights.
✓
Startup Accounting
✓
QuickBooks Bookkeeping
✓
Expense Management
✓
Month End Close
✓ Financial Statements
✓ Accounts Payable
✓ Payroll Service Setup
Monthly starting at
$500
“10/10 would recommend”
“Priscilla did a wonderful job guiding through my first year as a business owner. Her website and organizer was very easy to use and simplified the process. 10/10, would recommend!”
★ ★ ★ ★ ★
— Martha Nazario
“Prior year review and help with reporting investments”
“Priscilla did a second look on my taxes for last year and then did them this year. She was wonderful to communicate with including the chat features on her web platform. She was quick to respond and made sure I understood all the complexities with my tax situation that included property sales and crypto investments.”
★ ★ ★ ★ ★
— Alex Martinez
“Resolved IRS notice”
I recently received a scary letter in the mail from the IRS stating I owed the federal government $11,000 with interest. After the initial panic, confusion and frustration I figured I needed help figuring this out, so I reached out Priscilla, responsiveness, quality, professionalism, and value.
★ ★ ★ ★ ★
— Antoine Crawford
Ready to Get Started?
Clarity, Strategy, and Real Partnership
We’re here to listen, collaborate, and drive your vision forward. Whether it’s through an email, a phone call, or a virtual meeting, initiating a conversation is the first step towards managing your taxes and finances.