Tell us a bit about your practice or your real estate. If we're a fit we'll set up a longer conversation. If we're not, we'll point you somewhere that is.
We’re a remote-first firm serving clients nationwide. We meet by phone and video, share documents securely online, and handle filings electronically.
We’re currently finalizing our permanent office location. In the meantime, we have access to conference rooms for in-person client meetings — just mention your preference during the discovery call and we’ll coordinate.
Yes — we take owner-operated service businesses that don't fall into the four headline niches. The fit conversation is the same: a 20-minute call. If we're not the right firm, we'll say so.
Onboarding takes about a week from signed engagement to clean monthly closeout. Tax prep can usually start sooner if there's a deadline.
Effectively yes. Most engagements start around $400 a month. Below that, you're better served by a personal-tax-only preparer.