Our Offerings

  • Tax Preparation

    We file tax returns in all 50 states for individuals, businesses, fiduciaries and non-profit entities. We’ll review and catch-up your bookkeeping and also review the last three (3) years of returns as part of your onboarding process. Let us help you make tax season easy!

    No surprises

    Proper support for your tax deductions

    Guidance to make your next return as smooth as possible.

    Starting at $350.00

  • Tax Strategy & Implementation

    Need a step further than tax preparation? Buying a house, growing your practice or family? Let us help you strategize your next move by ensuring you’re spending on the right things at the right times that lower your tax liabilities and exposure.

    Detailed, actionable tax plans

    1-on-1 discussions for future goals

    Implementation and tax return filings for future years

    Starting at $959.00

  • Financial Planning & Analysis

    We assist individuals and businesses in finding their optimal financial situation to meet their goals. We analyze past income and expenses along with current goals to create custom plans that fit your budget and expectations.

    Starting at $495

 FAQs

  • We have experience with entrepreneurs, closely-held entities and small to medium-sized businesses of all kinds. We primarily work with those of us who have a trade skill or offer services (yoga teachers, lawyers, accountants, investors, artists, massage therapists, estheticians, etc.) but manufacturers and wholesalers are welcome to consult with us as well.

  • Our relationship can be as short-lived or as long-lasting as you would like. We would love to assist you for as long as possible, but sometimes clients are looking for help on a quick subject or we don’t have all the information we need to do our job properly. Our goal is to complete your tax return preparation within one week. However, that is entirely dependent on when, how and if we receive complete, accurate and timely information from you. We can only work with the knowledge that is passed to us. We require that our clients begin submitting documents within one week of onboarding. Whether that is only last year’s return or your entire year’s worth of bank statements is up to you. That way, tax preparation and planning aren’t left until the last minute.

  • Yes! I am licensed with the New York State Education Department: Office of the Professions. Click here to verify my license or find my license number. Or you can go to “www.cpaverify.org” and input my name: “Mourgan Reed-Cintron.”