Get set up right with our introductory rate:
Pay your onboarding deposit today and enjoy $250/hour for your first 30 days.
🚀 New Client Onboarding & Tax Work - What's Covered?
We bill by time, 1 minute increments.
1040 $500 = Up to 4 Hours Time*
Business $1000 = Up to 8 Hours Time*
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Why do you get billed for Onboarding Time? Because we only accept long term clients interested in identifying the biggest tax savings opportunities - this takes human time and entry into our specialized systems. It's our 'edge' that helps to earn our keep and save you thousands over the years.
Is it worth it? Past issues are often identified during the onboarding process. By gaining complete visibility, we can uncover planning strategies, deductions, elections, and process improvements that many other firms have missed. We also disclose to you in a confidential setting if there were mistakes or risky positions/reporting items.
Once we understand your facts & circumstances, then we begin the tax prep and other professional services you select.
Is the Onboarding Deposit All-Inclusive?
No. Most new client onboardings require approximately 2-4 hours of setup and review time. If a portion of your initial deposit is not used during onboarding, it will be applied to future tax preparation or other agreed-upon services.
Please note that the onboarding deposit is typically not sufficient to cover extensive bookkeeping cleanup or "catch-up" work for incomplete or outdated records. If your books and records require analysis, organization, reconstruction, or correction, please complete a Professional Services Engagement so we can assist you.
Our team has extensive experience helping clients get back on track. We've successfully helped hundreds of individuals and businesses organize, clean up, and correct their accounting records, often after struggling to find a provider willing to take on the work. We're here to help make the process manageable and move your records forward with confidence.