Full Service CPA & Financial Planning
Acorn Tax and Wealth Advisors is a full service CPA and financial planning firm.
Whether your financial objectives are to build assets for the future or protect, enjoy, and pass on the wealth you have already accumulated, we are prepared to help.
What Makes Us Different
At Acorn Tax & Wealth Advisors, our clients are our biggest asset. We strive to bring value through quality work and accurate advice. Our CPAs have years of experience dealing with large and small businesses and a myriad of individual tax situations. We understand the needs of our clients and we strive to achieve high quality results.Our CPAs can assist you with IRS issues, payroll, bookkeeping, tax issues, financial goals and much more.
Our mission is to save our clients from overpaying their taxes, and to provide high quality work at reasonable prices. We invite you to visit us for a complementary consultation.
Financial Services Offered
Financial & Retirement
- Retirement Planning
- Estate Planning
- Life & Health Insurance
- Disability Insurance
- Long Term Care Insurance and Planning
- Financial Statements
- Quickbooks Pro Advisor
- Sales Tax Returns
- Payroll Tax Returns
- Tax Planning and Return Preparation for: Individuals, Businesses, Corporations, Estates and Trusts
Our Pricing Rates
- Monthly Bookkeeping: starting $150/month
- Sales Tax Returns: $25
- Quarterly Payroll Reports: $100
- Payroll Services – $50 month for 2 employees.This includes all reporting. Call for additional packages.
Tax Return Rates
- Individual Tax Returns: $190
- Corporate & Parterships: $500
- *These are prices for basic returns. An actual quote will be given before any work is done.