Contact Us

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During your initial consultation, we’ll take the time to understand your specific financial needs, goals, and challenges. We’ll review your current situation, discuss your objectives, and explore how our services can help you achieve them.  This is also an opportunity to answer any questions you may have and outline how we can work together to streamline your finances, maximize savings, and support your business growth. Our goal is to provide you with clarity and ensure you feel confident about moving forward. 

No, tax planning is not included in your tax prep engagement. It is a separate service with a one-time investment fee, quoted during the tax planning discovery session. This personalized tax plan is designed to optimize your tax situation and help you save thousands of dollars in taxes.  

Tax plans start at $3,500, but the investment is determined on an individualized basis depending on the complexity and customization required to meet each client’s specific needs. Your tax savings will always outweigh your investment with us. 

The tax code is complex, and each strategy has its own nuances. The Tax Maintenance Plan ensures your strategy remains effective, compliant, and supported by the necessary documentation. It includes year-round monitoring, adjustments based on your business performance, preparation of your business and individual tax returns, and other valuable services outlined in out Tax Maintenance Plans chart. This ongoing support helps maximize savings and ensures successful implementation.  

The turnaround time for tax preparation services depends on the complexity of your tax return and the timely submission of all necessary information.  We strive to provide accurate and efficient tax preparation services while ensuring compliance with all tax laws and regulations. 

No, we don’t. Our focus is on working with businesses and their owners. While we do prepare individual tax returns, it is specifically for the business owners we serve as part of our comprehensive services. This approach allows us to provide personalized attention and tailored solutions while maintaining the quality of our work, rather than becoming a volume-focused firm.  

While we don't offer payroll services directly, we partner with ADP, a leader in payroll solutions. As one of our clients, we can connect you with ADP through our platform, ensuring you get seamless, reliable payroll services tailored to your needs.  

We exclusively use QuickBooks Online for accounting to ensure accurate and efficient financial management. For client collaboration, we use the Canopy Client Portal, a secure platform where you can access and upload information, exchange and sign documents, track projects, and conveniently pay your invoices. 

 For recurring services, fees are automatically debited via ACH on the 1st of each month, and you will receive a receipt for each payment. An ACH authorization form will be provided for you to complete when you sign the engagement letter.

For non-recurring services, payment terms depend on the scope and complexity of the service. Some services require full payment upfront, while others may require a 50% deposit, with the remaining balance due upon completion. These terms will be discussed during our initial consultation and outlined in your engagement letter.