
PROFESSIONAL SUPPORT DESIGNED AROUND YOUR BUSY SCHEDULE

TAX PREPARATION: THE CONCIERGE EXPERIENCE
We don’t just file your taxes; we protect your history. Every client receives 7 years of secure storage on our HIPAA-compliant, encrypted FTP site.
- Always Accessible: Your returns and all provided backup documentation are available to you 24/7.
- Audit-Ready: We keep the “paper trail” so you don’t have to, ensuring you are prepared for whatever the future holds.
TRANSPARENT PRICING
- Individual Returns: Starting at $175 (Best for retirement income & W-2s).
- Professional/Schedule C Returns: Starting at $199 (For freelancers & 1099 professionals).
- Corporate & Business Returns: Starting at $600.
Convenient Document Pickup:
We offer personal document pickup at your place of business or a secure, public location; saving you the commute.
West Palm Beach Office Drop-Off:
If you’re in the area, feel free to stop by our professional office to deliver your documents in person.
Secure Digital Portal:
For a completely paperless experience, our encrypted digital portal allows you to upload documentation securely from anywhere.
Personalized Tax Organizer (Individuals):
Every personal return includes a custom organizer to simplify your record-keeping and maximize your future savings.
$600 Service Credit
Businesses signed up for our Organization & Analytics program receive a $600 Service Credit toward their annual tax preparation. When you partner with us for your business growth, your tax prep is on us.
(Service credit is applied on a prorated basis depending on your enrollment date within the tax year.)

NOTARY PUBLIC SERVICES In-Office, Mobile & Remote Online
Schedule a one-on-one appointment for professional notary services tailored to your needs. We offer convenient options including in-office notarization, mobile services within the local area, and secure remote online notarizations.
Whether you need a single document notarized or assistance with multiple forms, we ensure a smooth, efficient, and confidential experience.
Services Available:
• In-office (West Palm Beach location):
Traditional, face-to-face notarization in a professional setting (by appointment only)
• Mobile notary services (local area):
We come to you at a place of business or a convenient public location for your most important signatures.
• Remote Online Notary (RON) :
Secure, state-of-the-art online notarization from your home or office.

What to Bring:
• A valid, government-issued photo ID
• Your documents (unsigned – must be signed in the presence of the notary)
• Any additional witnesses, if required (please confirm in advance)
Important Notes:
• All signers must be present and provide valid identification
• Mobile appointments are subject to location and availability
• Remote online notarizations require a device with camera, microphone, and internet access
If you have questions about your document prior to booking, feel free to reach out—we’re happy to guide you.
In-Office (West Palm Beach):
Traditional, face-to-face notarization in a professional setting.
Remote Online Notary (RON):
Secure, state-of-the-art online notarization from your home or office.
Mobile Notary:
We come to you at a place of business or a convenient public location for your most important signatures.