​Click the button below to schedule a 40 minute consultation. Our fee is $150, but we credit that back to you if you decide to engage us for future services. Low risk, high- reward.
(click to schedule)


*Additional Fees
We also have a short list of additional fees that might be incurred depending on your tax and accounting situation, and your level of readiness

Any tax returns that require paper filing $90 / tax year
Copying and returning of original tax documents $45
Taxpayers who introduce significant changes or additions after a preliminary tax return is prepared $150 / hr
QuickBooks help and setup, reconstructing financial statements, tallying receipts or invoices $90 / hr
Extensive research, coordinating with attorneys, business consultation, writing correspondence (CPA or Partner) $150 / hr to $250 / hr

Tax representation and audit assistance
Typical case is resolved in two 2-hour sessions $600 retainer @ $150 / hr
Staff Accountant billable rate $90 / hr
CPA billable rate $150 / hr
Partner billable rate (James, Matthew) $250 / hr
1 hour flat rate initial business consultation (click to schedule) $250
Please keep in mind that we pride ourselves in not being the nickel and dime type of tax and accounting firm. Generally speaking, we can provide a fee range or a not to exceed ceiling on our services and fees. This is what we do.. all day.. every day.. we have a pretty good handle on what it takes to complete a project.