Schedule a time with one of our team members to discuss your problem and give your initial thoughts at no charge or obligation to you. It gives us a chance to meet each other and determine other steps necessary to meet your needs.

We will review up to the 3 recently filed federal/state tax returns. We will call & discuss disputes with IRS. We will make suggestions to help you plan current year taxes so you can pay the least in taxes. And finally, look at the cost/time to implement.

We prepare current and prior-year Tax returns. We charge by the form -the more forms and complex the return, the more time and attention are required. NOTE: Cancellations or No-Shows with less than 24 hours’ notice will result in a cancellation fee of $50.

Without proper accounting and bookkeeping, a business owner runs the risk of not knowing where the business stands, where it has been, and where it is headed. While both bookkeeping and accounting are important, it’s sometimes hard to discern differences between the two. In fact, these terms are frequently used interchangeably, but as you’ll see, they are different. We will help discuss the best option for your needs during this session.

Virtual tax preparation lets us file your taxes remotely from the comfort of your home. With our secure portal, you can upload all your tax forms for us to access and start working on your return. You can connect with us via Zoom from any device you like. You can even schedule a one-on-one video chat with us before beginning.

An offer in compromise allows you to settle your tax debt for less than the full amount you owe. It may be a legitimate option if you can’t pay your full tax liability or if doing so creates a financial hardship. We consider your unique set of facts and circumstances: Ability to pay; Income; Expenses; Asset equity. IRS generally approves an offer in compromise when the amount you offer represents the most they can expect to collect within a reasonable period of time. We will also explore other payment options before we submit an offer in compromise. The Offer in Compromise program is not for everyone.

Elite Business Membership – $49.95* one-time and then $49.95* monthly beginning 30 days after enrollment: The Elite Business Membership (EBM) includes A) Our Income Shifting Membership (ISM) which includes our 1) W4 Tax Training Strategy, (2) myCredit System, (3) Cashflow Manager App & Tax Record Keeping System, (4) Debt Elimination Software and (5) Investment Education Training. B) The Elevation Travel Membership (ETM) which provides up to 70% discounts on travel, a 110 % price guarantee, and rewards credits that can be used for future purchases. C) Unlimited access to myEcon’s online Automated Marketing System and D) Unlimited access to myEcon’s Elite Social Media Content & Training Platform. I understand I will also receive a personalized e-commerce ready website and an online training manual. Sign up @ WWW.NVISIONIT.MYECON.NET


The fees charged by Nvisionit Financial Solutions vary for tax returns and tax planning according to the complexity of the tax preparation or income tax planning service. No, we are not a low-priced, mass-production “return mill.” For income tax preparation we charge by the form — the more forms involved in a tax return, the more complex the return, the more time and attention the taxpayer’s situation requires and the higher the fee. Generally, tax fees range from $129 to $529 depending on the forms. Income tax planning services are charged at an hourly rate — generally $95 per hour. Tax representation services for audits, appeals and collections (back taxes) are generally charged at an hourly rate of $145 with a minimum, retainer required of 3-to-5 hours. Additional hours are billed in advance in four-hour increments. Payment for any hours not used is refunded at the end of the engagement. For new clients, Nvisionit will review up to the three most recently filed federal and state income tax returns at no charge. In fact, for new clients we routinely ask to see at least the most recently filed federal and state returns. We will recommend preparation of an amended tax return if we can identify sufficient additional tax deductions to warrant the expense (or if we determine there was unreported income or other tax items required to be reported). Once we receive your filled-in tax data organizer, we can prepare an estimate of the fees for tax preparation based on the forms your tax preparation will require. You decide whether we proceed with your tax return preparation. In payment we accept checks, money orders, Visa, MasterCard or American Express


Tax planning is an important component for your overall financial plan. Careful planning throughout the year can assist you in reducing the taxes you pay – as well as help you achieve your financial goals. Tax planning should not be done in isolation, but instead should be driven by your overall financial goals and integrated with your total financial plan. By developing and implementing appropriate strategies to lessen or shift current and future tax liabilities, you can improve your prospects of meeting long- and short-term objectives. For example, accurately projecting your income taxes can help you determine the cash flow available to you in the coming year. Keep in mind that tax laws are often complex and frequently change. As a consequence, you should consult your tax advisor before making investment and tax decisions.