Yes, we offer tax planning and just charge a small percentage of the planned value that we provide. We offer tax planning on a subscription basis.

Some questions you may want to consider before contacting us are: - 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 bookkeeping, accounting, or CFO functions? - Are there any specific issues with your taxes that need to be addressed?

The best way to begin is to either call or email us (see contact info in our bio above). We will discuss your needs, answer any questions and decide if we are the right fit for each other.

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

It starts with an initial consultation, discussing your current situation. We can do this over the phone or through a video conference. Then, typically, we look over your information. You can provide your information to us online. Then, if it makes sense, we can work together!

We work with small businesses and individuals. On the business side, we work in several industries including service based companies. We work with these industries: contractors and marketing agencies, construction and real estate investors, investments and wealth management, and medical doctors and healthcare fields.

We are interested in your questions and we want you to ask them. That makes for a great relationship. For the most efficient and quickest response please email or text us, this way we can respond even if we are away from the office.

We care about our clients well-being, and strive for good communication. We try to respond within 48 hours to our clients communication. Communication we feel is important to getting results.

Our fees are typically either fixed or hourly. Our goal is to save you more money than the cost of our services. After speaking with you for the first time we will quote our fee based on exactly what you need and send it to you in writing.

There is a high likelihood that we can, but you won't know until you speak with us. So reach out!

The best way to begin is to either call or email us (see contact info in our bio above). We will discuss your needs, answer any questions and decide if we are the right fit for each other.