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Are we a great fit?

We need to know if your circumstances, attributes, and priorities match well with our strengths. To do that, there are three steps:

 

1. Answer a few questions for us (below). Within a week or two of your submission we will send you a request for a copy of your tax returns and P&L.

 

2. Once we have your tax returns and P&L, we will review everything you have given us to see if we would make a good match and be able to help you reduce your taxes. Depending on the time of year, this may take several weeks to complete.

 

3. If the fit is good, we will invite you to meet with us for a conversation to ensure that we each feel great about working together to reduce your taxes.

 

If you are interested, please answer a few questions:

  • Does it matter where I live?
    It does not matter where you live. We have clients with businesses in every state. We also have clients who live abroad. We can help you with any U.S. income tax need no matter where you live, and our technology and systems make it easy to do so remotely.
  • Do I need to own a business? And does it matter what type of business I own?
    Business ownership offers the greatest range of tax saving strategies, and most of our clients own at least one business. But there are also other circumstances which bring tax saving opportunities. If you do not own a business but wonder if there are some strategies that apply to you, answer the questions above and we will let you know.
  • What’s included in the service? And what’s the cost?
    We provide tax planning, tax return preparation, response to government inquiries, and answers to your other tax related questions and needs throughout the year, all in one inclusive package. We do all of this for one fixed, annual price. We divide that annual cost by twelve to determine a monthly payment, then debit your bank account on the 15th of each month for that amount. Your monthly payment amount will be unique to you, based on your specific needs. When we meet with you to see if we are a great fit, we will know enough at that point to determine the price and will share it with you at that time. If you have more than one tax return (such as a personal return and a separate business return), the cost will increase accordingly. The lowest cost for a single tax return, with the other services included above, is $175 per month. Often it is more. We refuse to compromise on the depth and quality of our service to you, and our pricing will reflect that commitment.
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