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OUR SERVICES

For Individuals

Expert Solutions to Secure Your Financial Future

Your financial journey is personal, and so are your needs. Our tailored services help you manage your taxes, plan for the future, and build lasting wealth. Whether you’re navigating tax season or growing your investments, we’re here to guide you every step of the way.

Modern Living Room

You want to take control of your finances and minimize your tax liability with expert guidance.

You need a trusted partner who builds financial confidence and provides peace of mind.

You’re seeking a comprehensive financial plan that aligns with your short and long-term wealth goals.

Our Packages

FOR INDIVIDUALS

At Samuel & Associates, we offer a variety of personalized services tailored to help individuals navigate their financial journey. Whether you're a W-2 employee, a business owner, or planning for the future, our services are designed to simplify your financial life and help you achieve your goals with confidence.

Personal & Business Tax Returns

Investment starting at $350 for individuals and $1,295 for businesses

Effortless tax filing for both individuals and businesses. We collect your documents through our secure portal, prepare your return, and look for opportunities to lower your tax liability. Each return includes IRS audit defense for peace of mind.

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1M+

in Annual Tax Savings

5M+

in Client Cash Flow Management Annually

100+

Five-Star Reviews

4.5M

Assets Under Management

Tax Planning & Personal CPA

Investment starting at $5,495/year

Perfect for individuals seeking proactive financial strategies. This service includes strategic tax planning, monthly Q&A sessions, and personalized wealth planning to reduce tax liabilities and achieve your financial goals.

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IRS Audit Representation

Investment starting at $7,500

Facing an IRS audit? We handle everything. From cleaning up your books to filing accurate returns, we serve as your point of contact with the IRS, negotiating to minimize your liability and close the case.

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CPA Income Verification Letter

Investment starting at $350

Get a professional CPA-verified income letter for a rental lease, mortgage loan, or other financial needs. This quick service ensures accurate documentation without requiring a consultation.

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Investment Service

1.5% AUM, minimum investment of $10,000

Through our subsidiary, Samuel & Associates Investment Management, grow your wealth with a professionally managed investment portfolio tailored to your goals. We assess your risk tolerance and craft a long-term strategy for success.

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"I had tried so many different companies, and was frustrated with the inefficiency and lack of guidance on every year’s tax return. I found Samuel and Associates and have nothing but great things to say about them. After the initial inquiry, I had an immediate response from their team, ready to help. We had limited time, and Nicholas made the whole experience easy and efficient. Once finalized, he set up an appointment to review the items and give us a master class on how to maximize next year’s return. Excellent service! Thank you."

Martina

Client Located in Brooklyn, NY

Running a Business? We’ve Got You Covered.

Whether you’re just starting out or scaling up, our Business Services are built to simplify your financial operations and help you focus on growth. Let us handle the details so you can focus on success.

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