FAQs

We take pride in providing our clients with the total package of tax and accounting compliance, forward thinking stategy, and financial well being. Knowing only a portion of your financial picture limits us dramtically in our ability to assist you and is frankly, not super rewarding for us, so we do not offer standalone services for tax preparation, tax planning, bookkeeping, or CFO services.

Do you offer standalone tax filing or bookkeping ?

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If i start my tax resolution case how long will it take?

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Working out a deal with the IRS and resolving your tax compliance issues can take months (or even sometimes years) to complete. Please be aware we are dealing with a government agency that works on their own time and many cases require paper documents, mailing forms, and wet signatures. With that being said, we will work as quickly and efficiently as possible, always trying to make the best of the constraints we face.


How does your pricing work?

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Everything is custom to your situation, regardless of whether you are booking an advisory or resolution service.

After our discovery call we will send you an engagement letter stating how much your investment will be and what services will be provided. For tax advisory services there are no long-term contracts and no cancellation fees as long as either party is given 30 days to complete the offboarding process.


How do I get started?

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As a boutique accounting firm that takes pride in giving our clients stellar service, we do not always have availability for new tax advisory clients. Please fill out the corresponding form on the Tax Advisory page, and we will either send you a link to a discovery call or put you on a wait list.

For resolution services, please fill out the corresponding form on the Tax Resolution page, providing us with as much information as you can and we will follow up with more information on next steps.