Services that help you save, protect, and grow.
Our Services
Whether you need filing, a year-round tax strategy, business setup, credit support, or help navigating funding options—our services are designed to move you forward with confidence.
Tax & Strategy
✳︎
Tax & Strategy
✳︎
Tax & Strategy ✳︎ Tax & Strategy ✳︎
Tax Preparation
For individuals + business owners who want accuracy, clarity, and a smooth filing experience.
-
Tax return preparation and filing (personal or business)
Review of income documents and tax forms provided
Standard deductions + applicable credits review (based on your situation)
Business expense review (for business returns)
Filing confirmation + final copy of return for your records
Basic post-filing guidance (next steps / what to expect)
-
Personal Tax Prep: $400
Business Tax Prep: $800
Pricing may vary based on complexity and number of forms. Any back taxes or multi-year filings are quoted separately.
Tax Planning & Advisory (Year-Round)
For business owners who want to stop guessing and start moving with a strategy.
-
Tax strategy session to identify savings opportunities
Income + expense review to strengthen tax positioning
Quarterly planning guidance (estimates + timing)
Proactive check-ins (cadence based on your plan)
Entity + structure guidance (when relevant)
“Do this next” action roadmap (clear steps, not jargon)
Advisory support during the year for tax-related questions and decision-making
-
$3,000 per year
Business Setup & Protection
✳︎
Business Setup & Protection
✳︎
Business Setup & Protection ✳︎ Business Setup & Protection ✳︎
LLC Formation
For entrepreneurs who want to start clean and set up their business correctly.
-
LLC formation filing support (state submission + setup guidance)
Business info intake + confirmation of details needed to file
Guidance on next steps after formation (what to do immediately after)
Compliance-friendly checklist (to help you stay organized)
-
$250
Trust Formation (Revocable or Irrevocable)
For people who want to protect assets, plan legacy, and structure things properly.
-
Trust formation guidance + structured setup process
Intake + information gathering for accurate trust structure
Trust documentation preparation (as scoped)
Final review + execution guidance (how to complete properly)
General next steps checklist (what to update after the trust)
-
$5,000
-
Deeper structuring and planning support (more advanced setup)
Intake + review for asset protection + long-term planning needs
Trust documentation preparation (as scoped)
Final review + execution guidance
Next steps checklist + maintenance considerations overview
-
$10,000
What People Are Saying
-
Ricky has assisted me in numerous ways, from managing my credit to handling my tax return. He thoroughly explains everything and takes the time to meet with his clients to discuss their tax and credit solutions. I highly recommend him. He patiently addresses all my questions, breaking down and clarifying how things work in great detail.
— Alex C.
-
Highly recommend for all your credit needs. Personable and professional, will meet your goals if you stick to his plans and tactics
— Michael A.
-
Ricky & Nicky Accounting Services always provides top notch customer service. I come back to them year after year because nobody is more efficient, or careful with your time than they are. Their services receive my highest recommendation. A pleasure to work with!
— Matt B.