ABOUT US
A Tax Team That Understands Your Business
ABOUT US
A Tax Team That Understands Your Business
Our Purpose in Business
To build an innovative, people-first, firm that delivers excellence and creates raving fans out of everyone we meet
Excellence
Responsiveness
Candor
A team dedicated to people-first excellence.
A team dedicated to people-first excellence.
FAQs
How much do your services cost?
Our different services range from $2,000 to $6,500+ for each individual service. Tax preparation fees may be larger but will depend on the complexity of each specific return (industry, amount of partners, complex financials, etc.)
What is the difference between Tax Planning and Tax Preparation?
Tax Planning is where you strategize and put a plan in place for your taxes. This is done through a series of phone calls and deliverables to ensure every area of your tax situation is covered. Tax Preparation is the compliance portion of your taxes. Preparing and filing your actual tax returns with the federal and state agencies.
Does your advisory service include tax preparation?
No, it does not. Tax Advisory and Tax Preparation are sold separately.
I may only need tax preparation right now, am I an ideal client?
Yes, you could be. If your tax returns are more complex than the average, having someone specialized in your industry is beneficial. We have other opportunities to receive advisory level services.
How can I ensure a smooth tax preparation process?
Our Tax Preparation fees assume your accounting work is complete and accurate. This means a Profit & Loss Statement and Balance Sheet if you’re a business. If you need help with Accounting, we have an Accounting service to assist you!
Will you help me find tax deductions?
As part of our Tax Planning service we will help identify what expenses you currently should be deducting given your current structure, as well as potential deductions for your business. As a rule of thumb, always start with what you’re currently spending money on as a potential deduction.
We help Investors & Entrepreneurs pay less taxes.
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