What are your Rates?

Our rates are likely to be most cost effective for Small Business owners, and individuals.

Personal Tax Return – $165.00

Business Tax Return – $265.00

Business and Personal Together – $365.00

Individual taxing jurisdiction returns – $50/filing

All Federal Tax returns come with Audit protection/insurance provided by a 3rd party but paid for by us. Contact us for more information regarding this unique benefit.

Bookkeeping Rates begin around $350.00/month

Hourly rates/Advisor Fees – A reasonable number of meetings, advisor sessions are included for clients. Should you need advice from us but do not have the desire to engage in our services, the rate is $75/hour.

New Business Set up – $250.00 includes registration with The state of Kentucky, procurement of EIN from the IRS, and set up of correct tax accounts for State, Federal, and Local Jurisdictions.

We limit the number of clients both for personal taxes and for Bookkeeping in order to Ensure each client can stay front of mind for other opportunities. We provide advising and tax planning and have other contacts that we work with in different related industries.

What Services do you provide?

We provide multiple services:

Tax Prep and Planning

Bookkeeping / Real Estate Bookkeping Services Louisville

Business sale planning and advisement/valuation – We are not business brokers

Tax Advice

Investment reporting

What types of companies/people have you worked with in the past?

All Business Structures – HOA’s, Non-Profits, LLC’s (Sole Proprietorships AND Partnerships) S-Corps, C-Corps, Deceased taxpayers

Service Industries –






Home Health Care

Senior In Home Care


Coaching/Sport Training


Home Remodeling

Event Planning Companies

Training Companies

Other industries

Non-Profit – Including Churches/Ministries and Secular Non-Profit

Distribution – One acquired by a popular investor television show involving Sharks. 🙂

Entertainment – Golf Course,


Many who are self employed or have 1099 income


Real Estate Investors