Direct, honest answers to the questions we hear most—because clarity starts before you even reach out.
Direct answers to important questions.
Yes. We serve clients nationwide with secure, remote processes.
We review your information internally to see if we're a good mutual fit.
If it looks like we can help, we'll reach out by email to schedule a brief intro call, followed by a strategy conversation if appropriate. You'll hear back within two business days.
We don't use one-size-fits-all pricing—because your business isn't one-size-fits-all.
Pricing is customized based on:
After you submit the intake form, we'll review your situation and provide a clear, fixed-fee proposal before any work begins. You'll know exactly what you're paying for and why—no surprises, no hourly billing, no scope creep.
Our pricing reflects professional-grade work: year-round tax strategy, decision-ready financials, and proactive compliance—not the cheapest option, but the right investment for business owners who value clarity and control.
No—and we're upfront about that.
We work with business owners who prioritize accuracy, strategic planning, and clarity over finding the lowest price. If you're looking for the cheapest option, we're likely not the right fit—and that's okay.
Tax preparation reports what already happened.
Tax planning influences what will happen.
Planning happens throughout the year and directly affects:
Preparation reflects those decisions on your tax return.
Absolutely—and many clients do.
Tax planning works best when your books are already clean and reliable. Starting with bookkeeping often becomes the foundation for future planning work.
We're happy to discuss what makes sense for your current stage.
Yes, we do.
Cleanup work, catch-up bookkeeping, one-time planning sessions, and advisory projects can all be scoped as standalone engagements when it makes sense.