FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We keep it simple with fixed monthly fees. No hourly billing, no surprise invoices. You always know exactly what you're paying. For clients who sign up on an annual plan, we offer the first two months completely free
- What is your typical process for working with a new customer?
We start with a free consultation to assess where your business stands, identify tax-saving opportunities, and build a clear picture of what you need. From there, we handle onboarding, get your books in order, and assign you a dedicated CPA advisor who works with you year-round.
- What education and/or training do you have that relates to your work?
Our CPAs are licensed professionals with over 15 years of experience handling complex tax situations. From high-net-worth individuals to multi-entity businesses. Every return we file is both CPA-prepared and CPA-reviewed. Most of our clients tend to be construction, contractor, and real estate businesses.