Taxes done - quick & easy

Q: What is your pricing?
A: Our starting fee is $300 for individuals, $600 for businesses, and $400/month for bookkeeping/business accounting services. 

Q: What type of businesses do you serve?
A: We specialize in service-based businesses and real-estate investors. We also serve high-net-worth individuals with stock based compensation and investments in businesses. We don’t work with C-corporations or trusts and estates. 

Q: What happens during our initial consultation?
A: We collect some information beforehand, and then discuss your background, concerns and goals on the call. At the end of the call you should have clarity on how we work and determine if we are a good fit. 

Q: There are cheaper tax preparers, what am I missing?
A: We focus on the value being provided and agree we are not a fit for everyone.   We lead with expertise, specialize and stay in our lane, do only the right thing, and value response times and constant communication. Overall, we want to ensure you get a lot more out than what you pay.