WHERE WEALTH AND TAX STRATEGY EVOLVE
WHERE WEALTH AND TAX STRATEGY EVOLVE
WHERE WEALTH AND TAX STRATEGY EVOLVE
WHERE WEALTH AND TAX STRATEGY EVOLVE
WHERE WEALTH AND TAX STRATEGY EVOLVE
WHERE WEALTH AND TAX STRATEGY EVOLVE
WHERE WEALTH AND TAX STRATEGY EVOLVE
WHERE WEALTH AND TAX STRATEGY EVOLVE
WHERE WEALTH AND TAX STRATEGY EVOLVE
WHERE WEALTH AND TAX STRATEGY EVOLVE
WHERE WEALTH AND TAX STRATEGY EVOLVE
WHERE WEALTH AND TAX STRATEGY EVOLVE
WHERE WEALTH AND TAX STRATEGY EVOLVE
WHERE WEALTH AND TAX STRATEGY EVOLVE
WHERE WEALTH AND TAX STRATEGY EVOLVE

Inquire Now

Form 1040
State return
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
FBAR
Form 8938
AMENDED RETURN

Pricing may adjust based on complexity.

Individual Tax Forms

individual forms

$725
$325
$200
$150
$525
$325
$450
$450
$300
$850

Learn more

business forms

Form 1065
Form 1120S
Form 1120
Each additional K-1
State return
FORM 941/940
STATE Sales tax
FORM 1099 1ST/ADD'L

Pricing may adjust based on complexity.

Business and Entity Forms

$2350
$2550
$2950
$275
$325
$450
$750
$150/$75

Inquire Now

Form 1041 (Includes 1 beneficiary)
Fiduciary accounting

Estate tax coordination:
Form 706
Form 709
Form 8971 

INFO RETURNS (Forms 1099)
Each additional form

Pricing may adjust based on complexity.

Estate and Trust Services

estate & trust forms

$1950
$900


$4000
$900
$500

$150
$75

Learn more

hourly services

strategy session
TAX PROJECTION
ENITITY REVIEW
IRS notice review & guidance
General advisorY

Pricing may adjust based on complexity.

Advisory and Planning Services

Advisory services are available on an à la carte basis when clients require targeted guidance, analysis, or review outside of an ongoing engagement.

$1500
$950
$1950
$750
$375/hr

We have you covered

Inner Gold serves growth-minded individuals, entrepreneurs and business leaders ready for more than seasonal support.

Inquire Now

No more second-guessing, stress, or confusion around your taxes. You can finally feel calm and confident knowing it’s handled with care.

Tax Support Without the Stress

We integrate tax strategy, financial insight, and business structure to support confident, forward-looking decisions year-round.

Simple Explanations

This is a comprehensive approach beyond tax filing. Our advisory-first style adapts to your current needs while supporting your next stage of growth.

DESIGNED TO EVOLVE WITH FOCUS

OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS
OUR SIGNATURE PROCESS

Following your discovery call, you’ll receive a proposal outlining your customized package and services.


3. Accept Proposal

Once we review your intake, we’ll contact you to schedule a discovery call and assess your specific needs.


2. Review and Alignment

Your intake helps us understand your goals and match you with the right services. Follow the steps in this module to complete the intake.

1. Complete Secure Intake

work with us

We are the right fit if you want proactive planning and clear explanations, you are growing and need structure and strategy, and you value high-touch communication and follow-through.

Once your deposit is received, your journey with us begins.

4. Coming Together

schedule a consultation

Are you ready to move beyond reactive compliance?

begin intake

schedule consultation