Referred to Us? Welcome!
Ready to Get Started?
Choose a button to book a time that fits your lifestyle.
Discount Code:
Enter the Last Name of the Person Referring you
Receive a $500 Credit*
If you have special circumstances or questions before scheduling, feel free to reach out—our team typically responds to calls and texts between 8 AM and 8 PM,
and emails within one business day.
We’re here to help!
* Referral Credits are offered between the months of May-October
Why our clients are happier here!
We work best with clients who value strategy, accuracy, and long-term tax savings.
1. Are You Ready to Invest in a Strong Start?
The first year takes extra effort—but it’s worth it.
✅ We gather at least three years of prior tax returns and request electronic access to your IRS transcripts
✅ You’ll receive a custom checklist in your secure portal to upload or drop off supporting documents
✅ We use online forms and one-on-one meetings to understand your unique situation
✅ If we uncover errors in past filings, we’ll notify you and offer solutions
✅ Our value comes from identifying tax-saving strategies tailored to your facts—not just filling out forms
Tax planning pays off when we understand your full picture.
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2. Transparent Pricing Based on Time & Complexity
We don’t offer flat fees because every client is different. Your final cost depends on how much time your return takes.
Well-organized, responsive clients save time—and money. Clients wanting human help- get it promptly!
Typical First-Year Time Estimates (New Client Discount Applies for First 60 Days):
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Onboarding & carryover data: 1–2 hours
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Standard 1040 prep: 1–3 hours
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Schedule C or Rental property: +1–2 hours
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Small Business Return: 4–6 hours
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Catch-up bookkeeping (if needed): 4–12+ hours
💡 Good news: Future years are faster and more efficient once your data is in our system.
3. We Earn Our Fees Through Strategy That Pays Off
We don’t just prepare returns—we help you plan smarter.
💼 Every client receives guidance on multi-year tax strategies
📈 We integrate retirement, legacy, and bracket planning
💰 We help you avoid short-term write-offs that cost more later
🧾 We streamline business operations and reduce paperwork headaches
🕒 We free up your time so you can focus on what you do best
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Our goal is happy, less stressed clients, confident they deployed the right strategy!
* DISCLAIMER OF GUARANTEE:
FIRM does not represent Clients on a fixed-fee basis, and it is impossible to determine in advance the amount of time that will be required to perform services for Client. Many parties including but not limited to the client and its staff such as, vendors and contractors, government agencies, or other third parties related to the Client’s business may engage in conduct which is unforeseen, beyond FIRM's control, and which shall require FIRM to expend additional time and/or to incur additional costs not initially considered. All fee and cost-estimates, including any estimate of the total sum of fees and costs to be incurred by Client, are merely estimates. Nothing in this Agreement and nothing in FIRM's communications with Client shall be construed as FIRM's promise or guarantee concerning the total fees or costs to be incurred. FIRM makes no such promises or guarantees, nor can FIRM withdraw or cease performing services in some instances as there are instances where doing so might be inconsistent with regulation. Comments or discussions about what usual and customary costs for similar projects or clients are expressions of opinion only.