Yes, we offer a free initial consultation. It allows both of us a chance to determine if our services are a good fit for your situation.

Our fees are either fixed or hourly, depending on the work we do for you. Our goal is to save you more money than the cost of our services. After our initial conversation, we will provide a fee quote based on your specific needs and send it to you in writing.

Here are some questions you may want to consider before contacting us: - Will you need help with personal financial issues, individual or corporate tax returns, retirement, estate, or college planning? - Do you need help forming a corporation, LLC, or some other entity? - How comfortable are you with keeping your books and records? - Do you want to do as much as possible yourself, or would you prefer to outsource your accounting, payroll, or CFO functions? - Are there any specific issues with your taxes that need to be addressed: sales taxes, multiple states, real estate, or income taxes? - Did you buy or sell real estate last year? This year?

We work with small businesses and individuals. On the business side, we work in many industries, including service-based companies. If you have a specific niche, please contact us, and we can discuss whether we are a good fit.

We make it our priority to reach out to our customers regularly because we care about your business's success, and we offer a direct phone line for the experience you need. Our experienced team will provide timely advice and planning to help you grow and save money.