Start Your Path to Better Finances

If you are seeking a CPA consultation call to address a specific issue or matter, please note that there is a fee for this call. However, if you decide to engage our services following the consultation, we will credit the fee towards your first invoice. Alternatively, for those who already have a clear understanding of their needs and the services they require from us, we encourage you to fill out our webform. A member of our business development team will schedule a call with you. Please note, no tax or financial advice will be provided in this call, and therefore, there is no fee for this introductory call.

On average it takes our professionals around one hour from the receipt of the submission to review it and send you an e-mail with next steps

To ensure our initial consultation is as productive as possible, please review your recent tax returns, go over your current financial concerns, and any specific questions you’d like to address ready. This will help us tailor our conversation to your unique situation.

We recommend you gather your recent tax filings, bank statements, income statements, balance sheets, and any other financial records pertinent to your business or personal finances. Accurate and complete information facilitates a thorough initial consultation.

We prioritize clear and consistent communication. We acknowledge email receipts quickly. For ongoing services, we’ll establish a communication schedule that suits your needs, including regular updates and checkpoints to discuss your financial status and strategies.

Absolutely. Our CPA tax, accounting, and financial expertise crosses various industries, allowing us to offer customized tax-efficient strategies that cater to the specific challenges and opportunities within your field. Please see our tax services page.

Yes, we stand by our clients in all aspects of tax compliance and, if needed, provide representation before the IRS or state tax agencies. Our team is equipped to ensure you’re fully supported through any tax-related matters.

Your privacy is important. We use secure practices to safeguard your financial data, ensuring confidentiality and security at every turn. We also use top virtual portals and cloud-based platforms like Microsoft Onedrive, Google, CCH, Intuit and other top secured applications. All the applications we utilize meet SOC 2 certification compliance. 

We’re a small boutique CPA firm with professionals of high level expertise backgrounds and heavily experienced in tax, accounting, and financial services for business leaders, entrepreneurs, and investors. We’re committed to delivering top customized solutions and personal service to every client. We pride ourselves in our services adding value to you beyond your needs.

Our pricing is transparent and value-based, personalized to the complexity of your needs and the amount of services required. Most of our service packages are monthly-based with others paid for the specific scope of work. We’ll discuss further during our initial consultation to find a structure that aligns with your financial objectives.

Each tax year brings new opportunities and challenges. This tax year many of the TCJA (from 2017/2018) tax provisions expire or drastically change. Planning for this is highly recommended. There’s also new reporting requirements for most entities with FINCEN.

We offer comprehensive services that cover both personal and business accounting and tax services to create a cohesive strategy for your overall financial well-being.