Frequently Asked Questions

  • Our fees are based on complexity, scope, and level of involvement, not just forms. Clients with investments, multi-entity structures, payroll, or multi-state issues require significantly more professional time than “basic” returns.

    Most clients work with us on a flat-fee or annual package, so there are no surprises.

    👉 We do not compete on lowest price. We focus on accuracy, planning, and risk reduction.

  • We offer a brief initial fit call to determine whether there is a potential working relationship.

    This call is not a consultation and does not include tax advice, planning, or strategy.

    Any detailed review, analysis, or planning considerations are handled through a paid engagement.

  • Yes. We provide:

    • Ongoing bookkeeping (review-based or full-service)

    • Payroll coordination and oversight

    • Year-end reconciliation to tax returns

    We work best with clients who want clean books and proactive tax support, not last-minute fixes.

  • We typically work with:

    • High-income individuals and families

    • Small business owners

    • Real estate investors

    • Professionals with partnership / K-1 income

    • Private equity, hedge fund, and complex investment structures

    If your situation is straightforward and price is the primary concern, we may not be the right fit.

  • Yes, but:

    • Client-provided books must be accurate and complete

    • Cleanup work is billed separately

    • Poor records increase cost and turnaround time

    Clean data = lower overall fees.

  • Yes. Tax planning is one of our core services.
    Planning may include:

    • Entity structure review

    • Estimated tax strategies

    • Compensation and retirement planning

    • Investment and multi-entity coordination

    Planning services are separate from tax preparation unless bundled.

  • We use secure online invoicing and payment options. For ongoing services, monthly or quarterly billing may be available.

    Tax returns are filed after payment is received.

  • No ethical CPA can guarantee savings.
    What we do guarantee is:

    • Proper application of tax law

    • Clear explanations of options and risks

    • Conservative, defensible positions

  • We offer standalone review and advisory engagements for clients seeking clarity before making decisions. Second opinions are handled through a paid planning engagement.

  • Yes. We work with clients nationwide using secure portals and electronic signatures.

  • Yes. We frequently assist clients transitioning from another firm and make the process as smooth as possible.