Accounting and Tax Experts

A 3-step process to help you evaluate our services and make an informed decision about working together.

Expert Guidance
Tech Savvy
Long-Term View
We are accounting and tax experts who do our best work with:

Value Expert Guidance:

Individuals and business owners looking for more than just a tax prep firm, but access to a team of experienced tax and accounting professionals throughout the year.

Tech Savvy:

Households and businesses who embrace technology to make the management of their financial affairs more streamlined and efficient.

Long-Term View:

Clients who value a long-term approach to minimizing their tax burden, not short-term, high risk tax gimmicks.
Step 1 - Schedule a 20-Min Call

A 20-minute call will give us both a chance to make sure your needs match our expertise and capabilities.

Schedule Your Call

Step 2: Team Meeting

Next, we conduct a virtual or in-person meeting with the right members of our team to get a clear understanding of what your accounting, tax and financial needs are.

Step 3: Review proposal

Based on our understanding of your needs, we will present a customized proposal that outlines the scope of services, a service calendar, and fee estimate.

At the end of this process, we will give you a chance to consider the proposal. We are looking for long-term, collaborative client relationships, not a one-time transaction, so we will not pressure you.  If it’s not a good fit, we will be happy to help you find someone else.   If we agree that it is a good fit, we look forward to working with you!