Capital Gains Advisory LLC

Based in Atlanta, we specialize in guiding clients with complex financials—delivering accuracy, compliance, and planning where it matters most. We are Enrolled Agents, Series 65 Investment Advisor Representatives & Registered Social Security Analysts. Our minimum fee for new clients start at $700. Prospects who believe that to be expensive may have situations that are better served by other practices. Tax Prospects who are unwilling to allow us to perform our due diligence with regards to verifications of deductions and expenses, should not contact us. Services offered: - Individual Tax Preparation ($700 min) - Tax Planning ($1500 minimum per year) - Social Security Consultations ($1400 yr/1, $700 subsequent) - Personal Financial Planning ($1500 minimum per year) - Bookkeeping ($300 min per month) - Business Tax Preparation ($700 min w/ Bookkeeping, $1400 min w/o) - Tax Resolution ($1500 min) Our process prices in: -Initial Consultation -Information Gathering -Performing Requested Work -Follow Up Meetings as Needed -Compliance Guidance