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Consultation

two business people

Individual Consulting

One hour in person or remote consultation that involves an in-depth review of personal finances and current/ future financial goals. We will provide financial management tips and draft a financial plan if further services are sought. The consultation fee is applied to future services.
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Small Business Consulting

One hour in person or remote consultation that involves a basic review of business operations, internal controls, current/ future business needs and business goals. An engagement letter with agreed upon services will be composed if further services are sought. The consultation fee is applied to future services.
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General Services

We offer a wide range of additional services, including but not limited to:

  • Certifying Acceptance Agent (pending)
  • IRS Representation
  • Public Notary
  • Trust/Estate Planning
  • Marital Negotiation
  • Collaboration with Attorneys
  • FBAR Reporting

Individual Taxes

Comprehensive review of your taxes to provide tax planning services and file your returns. Includes a free individual financial review and one hour of preliminary review for IRS notices/audits. Price is determined by number of schedules required to file.

Business Taxes

Comprehensive review of your business taxes to provide tax planning services and file your returns. Includes a free business financial review and one hour of preliminary review for IRS notices/audits. Price is determined by number of schedules required to file.

Additional Services

If your unique situation has to do with anything financial, Pythagus can provide you with service or direct you to a specialist. Please contact us with details of your specific situation so that we can create a plan for you to address your needs.