Your business has unique accounting and finance needs. We are to help!

We work by appointment only. We have a secure portal for sensitive document exchange, as we take your privacy and security seriously. Communicating via text, Facebook messenger, LinkedIn, etc. does not allow us to provide the support you deserve, so we ask that you limit your electronic communication to email and our secure portal for document exchange. Our individual tax preparation begins at $600. Corporate and Partnership returns begin at $1500.

Our clients understand that:

• Your completed tax return isn’t just a product; it’s part of a larger relationship.
• The preparation of a client’s tax return is not done during meeting time so that we can use that time together to answer the client’s questions about current and future life situations.
• We review the client’s prior year’s tax return and look for reasons to amend it to obtain an additional refund or to fix significant errors.
• We educate the client about their current tax situation and look for hidden opportunities to decrease their liability.
• We do not negotiate our fees.
• The work we do together is not the same as a tax return from a franchised company.
• We do not have a magic wand, and we are unwilling to push the legal limits of the law that would put anyone at risk.
• We recognize that individuals who frequently change accountants are unable to enjoy the the benefits of knowing that their tax professional really knows them, and what they are trying to achieve.

Our team works hard during onboarding to get caught up with your existing processes. We look at your past books and we do an analysis of your financial statements/chart of accounts to make sure we’re all on the same page and getting started on the right track.