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  • Home
  • Services
  • Tax Preparation
  • Links
  • Tax Resolution
  • Contact
  • Client Portal

The Number Theorist

The Number TheoristThe Number TheoristThe Number Theorist

Tax Strategist and Financial Coach

Tax Strategist and Financial Coach Tax Strategist and Financial Coach

Online Appointment Bookings

To request an appointment click below:

Click Here to Request a Call

Price List

Tax Services- All fees can be paid in monthly installments.

Federal + State (additional fee may or may not always apply)

Individual Starting at:

$300

Sole Proprietor- LLC Starting at:

$450

Business Entity C Corp 1120 Returns Starting at:

$1400

Trust/ Estate 1041 Returns Starting at:

$450

Non-Profit 990 & 990 EZ Starting at:

$850

Non-Profit Formation starting at:

$600

Tax Planning- Custom Annual Plans

Remote CFO Services:

Payments as low as $50/Week

Monthly Reporting and Strategy Meetings

Income and Expense Reporting

Recordkeeping and Organization

Business Analysis and Planning 

Year round access for tax questions

Customized Plans Available 

Individual Tax Planning starting at:

$100/Month

Quarterly Personal Financial Strategy Coaching

Retirement Plan Review

Investment Analysis

Monthly Financial Check-ins and working on Annual Growth Plan 

Year round access for tax questions

Customized Plans Available 

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