Services
Sage Buffalo is our primarily tax advising and strategizing practice. We apply the philosophy of Mark J Kohler and his Main Street Tax Pro Certification. Our certification has given us so many strategies that we can implement for clients, depending on their situation. Once strategies and plans are implemented, our Tax Preparation company can handle the prep of the returns.
Comprehensive Consult
$750
Deep-dive, interview-style meeting. We seek a full understanding of your current situation, how you have filed in the past, and gather as much information to create the best overall strategy to optimize tax savings and structure. Includes action items and unique Trifecta organizational diagram for reference & understanding.
General Consultation Time
$250
1 hour block of time for any subject needed as it relates to topics important to your personal financial situation or your business.
Ongoing Advisory Services
Custom Pricing Available
After comprehensive consult we can determine future ongoing consults on an annual, quarterly or monthly basis.
Tax Prep? Go Here
Contact us
Interested in working together? Fill out some info and we will be in touch shortly.