Prospective Clients
Discover what's possible.
We work with entrepreneurs and growing businesses that need more than a once-a-year tax preparer. The Scope and Mutual Fit Assessment call helps determine if our firm is the right fit and the level of engagement is appropriate – TCO, TCSP, or CSOW.
Three engagement levels — TCO, TCSP, CSOW
Fixed-price tax planning — no hourly surprises
Year-round access and responsive service
Business-focused, entrepreneurial CPAs
Industry focus and process-oriented practice
Practical, insightful advice you can act on
Scope and Mutual Fit Assessment →
Existing Clients — General
General Scheduling.
Available to all current clients. Select a time and we will connect to address your questions.
General questions regarding your tax return
Document requests, client portal, and admin matters
Account and billing inquiries
Onboarding questions
Optional paid consultations for complex matters
Access General Calendar →
VIP Client Services
VIP Clients.
VIP clients receive dedicated sessions built around your business, your numbers, and your goals.
Quarterly strategic check-in — YTD review and 90-day alignment
Tax return review — walk through your return before filing
Tax plan review — payments, structure, and year-end strategy
Cash flow and business updates
Priority service — direct access and faster turnaround
VIP Client Access — Enter Your Last Name
Access VIP Calendar →