We prioritize two things – timely responses and education. We find many of our clients come to us for this exact reason.

When we launched the practice, we knew if we could do this well, we will have likely ran a successful practice at the end of day.

We’ll discuss your situation and gather all information needed to provide you with a final price on services.

Naturally, we’ll also address any concerns or questions you may have and discuss any goals you might have for the engagement.

After the initial Discovery Call, we’ll set up a separate call where you’ll be presented with an actual proposal for services with final pricing.

Here, you’ll officially be able to choose a tier of service. Once a service is selected, we’ll begin onboarding you and officially get the ball rolling on all services.

All tax services are collected 100% at signing.

The idea for this is simple – minimize time spent on admin-related tasks, in order to spend time doing the work we’re actually getting paid to do.

Not a problem.

You can simply upgrade your service as your needs change. Our recommendation for all our clients is to sign up for tier of service they know they’ll need. As your needs increase, so can your service.

While we can service different types of businesses, we specialize in service-based businesses and closely held businesses with less than 3-4 partners/shareholders. We find this is our bread and butter.