Absolute Retirement and Tax Consulting, with a Personal Touch
At Gate City, your goals lead the way — our tax expertise clears the path.
We are Straightforward, honest tax expertise. We’re a tax-focused advisory firm dedicated to meticulous preparation, proactive planning, and year-round peace of mind.
Let’s get your taxes done right — schedule an opportunity to meet today!
Services
Essential Tax Prep
Essential Tax Prep
Essential Tax Prep
For individuals and families who just want their taxes filed accurately and on time.
- Federal & State return preparation
- E-file with direct deposit/refund tracking
- IRS correspondence support (basic)
- Secure digital document storage
Starting at: $300–$500
Proactive Tax Plus
Essential Tax Prep
Essential Tax Prep
For clients who want more than compliance—year-round peace of mind.
- Everything in Essential Tax Prep
- Mid-year tax check-in (to avoid surprises)
- Customized tax-saving recommendations
- Guidance on major life events (retirement contributions, real estate sales, inheritance, etc.)
- Quarterly estimated tax review (if applicable)
Starting at: $800–$1,200/year
Tax & Retirement Strategy
Tax & Retirement Strategy
Tax & Retirement Strategy
For pre-retirees, retirees, and small business owners who need integrated planning.
- Everything in Proactive Tax Plus
- Retirement income planning (Social Security timing, RMD strategies)
- Tax-efficient investment withdrawal planning
- Multi-year tax projections
- Coordination with estate planning & financial goals
Starting at: $1,500–$3,000/year
Business Owner Package
Tax & Retirement Strategy
Tax & Retirement Strategy
For entrepreneurs and small business owners who want complete tax and financial oversight.
- Business + personal tax returns
- Quarterly business review (bookkeeping/tax alignment)
- Entity optimization (LLC, S-Corp, partnership strategy)
- Payroll & estimated tax planning
- Ongoing business deductions audit
Starting at: $2,000–$5,000/year