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Select a service
Tax Document Drop Off
Drop off of Client's Tax Documents
Tax Document Pick Up
Pick up of Client's Tax Documents
Tax Concierge Services
Tax Prep and Planning Meetings for Clients with Monthly Relationship Billing Arrangements.
Initial Tax Appt
Complementary Initial 30 Min Consult.
Tax Planning Appt ($250.00)
Tax Planning Appointment
Tax Return Review Appt ($250.00)
Review of Completed Tax Return
Tax Resolution Appointment ($250.00)
IRS/State Tax Authority Resolution Appointment
Phone Appointment ($250.00)
60 minute appointment for existing clients
Estate Planning Appt ($250.00)
Estate Planning Appointment
Self Directed IRA Planning ($250.00)
Self Directed IRA Planning
Individual Tax Planning ($500.00)
Business Formation Planning ($1,000.00)
Analysis, Selection, and Implementation of the right business structure - Sole Prop, GP, LP, LLP, PLLP, S-Corp, C-Corp, LLC, PLLC
Mon8:30am - 5:00pm
Tue8:30am - 5:00pm
Wed8:30am - 5:00pm
Thu8:30am - 5:00pm
Fri8:30am - 5:00pm
Tax planning with a financial perspective
Jun 1, 2017
David provide excellent tax plan concepts and was very flexible with his approach to maximize the client way of doing things
Goes The Extra Mile
Mar 19, 2017
David is always through and thoughtful with his recommendations and insights. He helps you think ahead and provides whatever level of help you need.
TAX TIME MEETING WITH A SMILE!
Mar 17, 2017
David Kolts has always made our dreaded tax time meeting an enjoyable experience, always ensuring we leave understanding where we are and if there is anything we need to do.
Dec 30, 2016
I felt it was a great meeting. I walked away comfortable. Hopefully we can get to work. It is great to see like minds come together.
Nov 30, 2016
David continues to exceed my expectations with every encounter. I wouldn't trust my hard earned money to any other professional, and I actually sleep better at night knowing I'm not going to be in trouble with Uncle Sam come April.