Our Services

Tax Preparation and Planning

With tax laws changing every year, it can be a challenge to keep on top of the particular changes that affect you and your business. Let our tax experts prepare your individual and business tax returns and advise you on ways to minimize your tax liability.

Bookkeeping

If your business doesn’t have an accountant on staff, bookkeeping can be an exercise in frustration. Let us make your job easier with our bookkeeping service. We will manage your chart of accounts and keep a set of books that accurately reflects the financial state of your business.

Project Management

Does your business need someone to shepherd a special project to completion? With our experience in project management we can help you identify resources, overcome roadblocks, and complete your project on time and on budget.

Tax Preparation Pricing

You can have confidence when filing your taxes with AM Financial. We are an authorized IRS E-file provider, and IRS AFSP certified. All files are shared through a secure client portal. We are excited to offer up to cash advances of up to $7,000*. File now, pay later options also available*.

We can prepare your personal and/or corporate tax returns. Our goal is to work with you to minimize your tax liability and ensure that your taxes are filed correctly.

We file the following:

  • Individual returns
    • Single: starting at $100
    • Married/Head of Household: starting at $150
    • Schedule C: $75
    • All other schedules start at $25
    • Includes state filing, local filing subject to additional fees
    • Click here to file
  • Business returns
    • Self-employed, small business, sole proprieotr, independent contractor: starting at $350
    • Must have profit and loss information to file
    • Includes individual return
    • Includes state filing, local filing subject to additional fees
    • Click here to file
  • S-Corp returns
    • Starting at $350
    • All shareholder information required to file
    • Must have profit and loss information to file
    • Click here to file

*with bank approval

Bookkeeping Services

Individual
$275
Monthly
Or $3000 Annually
  • Single service Bookkeeping offered at an hourly rate
  • Monthly reconciliation delivered to your inbox
  • Year-end tax ready financial statements
  • Bookkeeping subscripton required
Click Here for Our Submission Form

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Newsletter

Sign up for our email newsletter to get updates sent straight to your inbox. What will you get? You can expect to receive updates about changes to tax laws, important reminders about upcoming deadlines, and all the latest news from AM Financial.