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The services outlined below are for Individuals, Trusts, and Small Businesses (Sole Proprietors, LLCs, Partnerships, S Corporations, and C Corporations). We often choose to provide a flat-fee for our services. 

Tax Preparation:
Individual and Trust Returns (Forms 1040 and 1041): $1,000 (Minimum)
Business Returns (Forms 1065, 1120S, and 1120): $1,500 (Minimum)

Tax Consulting Rate: $200 (Hourly)

Tax Preparation

Assistance with applicable monthly, quarterly, and annual tax filing requirements. Includes preparation of annual tax returns (Federal and State) and amendments to prior return filings.


Tax Planning

Accurate and prompt forecasting of income tax projections for your business and personal finances. Includes modeling and analysis of prior, current, and estimated future income towards accurate and timely tax payments.


Tax Consulting

Want advice on a potential business transaction? Considering setting up a trust for your
children or grandchildren? We can help. Can also include strategy to reduce income tax exposure via entity structuring, income recognition, accounting methods, and estate planning.


Accounting and Financial Reporting

We partner with you to make sure your records, transactions, accounts, and financial
statements are up-to-date, accurate, and understandable. May include review of your financial statements, bookkeeping practices, chart of accounts, etc.


If you’re overwhelmed with your business’ bookkeeping and accounting, we can help.In fact, having your accountant be your tax-preparer can save you money in the long-run, as we’re always aware of your business’ smallest details and prepared well in advance for year-end taxation.

We help you make moves all year long to reduce taxes and streamline operations to both put more money in your pocket and keep more money in your pocket.

Tax Preparation

We do comprehensive annual tax prep for small businesses, individuals, trusts, and more with the experience to help you reduce your tax liability – and do it all compliantly.

If you’re confused about your taxes this year, Jacob Gullitz can help you understand the whats, whys, and hows of taxation, no matter how complex.

Tax Planning

Many accountants and tax preparers are good at helping you reduce taxes in the current year. But sometimes that’s not the best move! Looking ahead and planning for the future can be incredibly beneficial in paying the absolute lowest amount you can – over the course of your entire life – under the letter of the law. That’s our goal: plan for taxation this year and far into the future.

Don’t just defer – eliminate, with great tax planning advice.