Your Taxes, Our Expertise.
We help individuals, small businesses and entrepreneurs manage & build financial wealth.
Our Services
Our Approach
Our approach to tax preparation and financial management is centered around delivering personalized, accurate, and efficient services to individuals and businesses. We focus on leveraging the latest technology, deep financial expertise, and a client-first approach to create tailored solutions. Our process ensures compliance, maximizes returns, and provides clients with financial clarity and peace of mind.
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10+ Years of Experience
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Community Advocate
What Clients are Saying
"Lisa is so patient and knowledgable. She helped me save thousands on my latest tax return. I will be a returning client.”
Jesse Noll, New York, NY
"Being a tax professional isn't easy, and Malcom gave me the best tax planning and book keeping experience thus far.”
Sofia Pazari, Mobile, AL
Get in Touch!
Schedule a free 1:1 introductory session with us to discuss your tax preparation or financial planning needs.
FAQ
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First things first, don't be nervous. We'll start with a free consultation to determine your design needs (and if we'll make great collaborators).
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Pricing is based on both the project's scope and your desired timeline. (I promise fair rates and will always require your approval before we begin).
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Timelines depend on the project, but I generally dedicate up to a month to each client, with the possibility of an extension based on my availability.