For clients with basic filing needs & simple finances. If you can check *all* boxes on this list, the Reporting Only option may be a good fit for you. 1. Reporting Only You are not self employed. Most of your income is reported on a W2 from your employer. You do not wish to start or join a business in the near future. You do not own (or are a partner in) multiple real estate holdings. You have less than $100k in retirement and/or investment accounts. All your income is earned inside the US. You don’t want/need expert advice to pay the least tax possible. You don’t want/need a…

Proactive planning and the best possible results. If you can check *any* boxes on this list, the Year-Round Planning option may be a good fit for you. 2. Year-Round Planning + Reporting You are currently self-employed. You want to start or partner in a business soon. You own (or are a partner in) multiple real estate holdings. You have more than $100k in retirement and/or investment accounts. You have multiple streams of income or income earned outside the US. You value expert advice to pay the least tax possible. You want a partner to help to reach your goals faster

Once you choose your option for working with us, we can get started based on our availability. Things to know about getting started We only have so many Year-Round Planning spots available, so if you’re interested in that level of service, please let us know as soon as possible! If you’re on a Reporting-Only option and want to upgrade to a Year-round Planning option, you won’t have a yearly bill anymore, you’ll invest a simple monthly fee to cover our work together. There may be setup or cleanup costs necessary to get you healthy enough to qualify for the planning process, but we will…

The advantages you can expect. The world is changing – traditional tax & accounting firms aren’t designed to give you the help you want & results you need. We Can. Our unique options for help give you back hours of time so you can focus on the things you love, while we take care of your financials. Everyone wants more cash flow, stable wealth, and better business margins. Few people know what numbers to focus on to create those results. Everything we do is directly designed to improve the numbers in your financials that matter most. 83% of Americans don’t have anyone to help…

Our Pricing is simple and designed to align with your needs. Our pricing consists of two elements: 1. One-Time Fees One-time fees cover any costs that will occur once = Setup Fees, Cleanup Fees, Annual Reporting. 2. Monthly Investment Your monthly investment covers the cost of your year-round planning time & deliverables to keep you healthy and moving toward your goals. Reporting-Only Options Individuals Avg. $400-$1,000 year Businesses Avg. $700-$3,000+ year Year-Round Planning + Reporting Individuals Avg. $89-$249 per month Businesses Avg. $199-$999+ month The numbers above are averages - your exact investment could be more or less, based on the complexity of your needs and the number of services required (taxes, accounting, payroll, IRS help,…

Getting started is quick and painless! 1. Contact us now and make an appointment for a free consultation We’ll discuss your specific situation and goals for the next 12 months to verify which option is the best fit for you. 2. Pricing & Engagement We’ll create a roadmap for your needs and agree on a price and engagement that perfectly aligns. 3. Enjoy your results! You’ll enroll and we’ll take care of all your reporting needs or start the planning process for the best possible results! FREE CONSULTATION

Here are four reasons why we guarantee you will love working with us :-) 1. Communication Because we limit how many clients we allow into each option, we prioritize proactive communication. We respond to all phone calls and emails within 24 business hours and if you need additional help, we ensure you’re on the right engagement package so you can have as much time as you need. 2. Tangible, Clear Results We don’t waste time on things you don’t need or bore you with 40-page reports. If you just want the easiest tax return possible, we have you covered. If you want better results…