Flat-rate for personal returns and monthly bookkeeping. Project-based pricing for catch-up + cleanup work, quoted up front. Advisory work is included in monthly engagements — we don't bill you for asking questions.

Do you work with clients in other states?

Yes. We're licensed in 12 states for tax filing and handle multi-state returns regularly. Bookkeeping clients can be anywhere — the work is all cloud-based.

What software do you use?

Xero or QuickBooks Online for bookkeeping (your preference). Drake for tax prep. SmartVault for the client portal. We can integrate with whatever you're already running.

Are you taking new clients?

Yes, with a small waitlist between November and February (tax season). Bookkeeping + advisory engagements start any time. Tax-only clients are easiest to onboard in summer / early fall.

Do you offer audit defence?

Yes — every return we file includes representation in the event of an IRS or state audit, at no extra cost. We stand behind our work.

How do I share documents securely?

You get access to a SOC 2-certified document portal on day one. No emailing PDFs, no faxing W-2s. Two-factor auth, encrypted at rest, and you control who else on your team can see what.

CPA · Tax · Bookkeeping

Accounting that anticipates, not reacts.

Proactive year-round planning so April isn't a scramble. Cloud-first workflow, secure document portal, transparent flat-rate pricing.

Book a free consult See our services

Licensed CPA500+ clients servedSecure document portalFlat-rate pricing

How we help

Three engagement shapes — pick what fits, switch any time as your business grows.

Personal tax

Federal + state returns, multi-state if needed, audit-defence backing on every return we file. Flat $385 for a standard return; $585 with K-1s or rental income.

Business tax + bookkeeping

Monthly bookkeeping in Xero or QuickBooks, quarterly reviews, year-end tax return. Single-member LLC to 25-employee S-Corps. From $450/month.

Advisory + planning

Quarterly strategy sessions on entity structure, owner compensation, retirement contributions, and major decisions (equipment buys, hiring, exits).

Catch-up bookkeeping

Behind on the books? We clean up 12–36 months of records, reconcile every account, and hand back a balanced ledger you can file from. Quoted per-project.

IRS resolution

Notices, audits, payment plans, offers in compromise. We represent you directly with the IRS — you don't take the call.

CFO services

Fractional CFO for businesses doing $1M–$10M. Monthly close, board-ready financials, KPI dashboards, banker + investor prep. Quoted per engagement.

Our process

No surprises — you know what you're getting and what it costs before any engagement letter is signed.

Free 30-min consult

We talk through your situation, what you're trying to solve, and whether we're a fit. If we're not, we say so — we keep a referral list of specialists for niches we don't cover.

Flat-rate proposal

Written proposal with scope + price within 48 hours. No hourly billing, no nickel-and-diming for emails or phone calls.

Onboarding + portal

Secure document portal access, kickoff call, integration with your existing accounting software. We move at your pace.

Year-round partnership

Quarterly check-ins, proactive tax planning, year-end strategy. You should never wonder where we are or what we're working on.

What our clients say

5.0·187 reviews

“Switched after years of "we'll get back to you" from a bigger firm. The difference is night and day — proactive, responsive, actually saved us money.”

Janet M.

Founder · SaaS startup

“My business has 4× since onboarding. They've been with me at every stage and made each transition smooth — entity change, hire-employees, the lot.”

David R.

Owner · Construction services

“IRS sent me a notice for a complex amended return situation. They handled the entire response. I never spoke to an agent. Worth every penny.”

Lisa W.

Freelance consultant

Common questions

How do you bill?: Flat-rate for personal returns and monthly bookkeeping. Project-based pricing for catch-up + cleanup work, quoted up front. Advisory work is included in monthly engagements — we don't bill you for asking questions.
Do you work with clients in other states?: Yes. We're licensed in 12 states for tax filing and handle multi-state returns regularly. Bookkeeping clients can be anywhere — the work is all cloud-based.
What software do you use?: Xero or QuickBooks Online for bookkeeping (your preference). Drake for tax prep. SmartVault for the client portal. We can integrate with whatever you're already running.
Are you taking new clients?: Yes, with a small waitlist between November and February (tax season). Bookkeeping + advisory engagements start any time. Tax-only clients are easiest to onboard in summer / early fall.
Do you offer audit defence?: Yes — every return we file includes representation in the event of an IRS or state audit, at no extra cost. We stand behind our work.
How do I share documents securely?: You get access to a SOC 2-certified document portal on day one. No emailing PDFs, no faxing W-2s. Two-factor auth, encrypted at rest, and you control who else on your team can see what.

Year-end approaching?

Book a free 30-minute consult — we'll walk through your situation and propose a flat-rate engagement that fits.

Book a consult Call the office

No commitment · Free for the first 30 minutes

Get in touch

Tell us briefly what you're looking for — personal tax, business support, catch-up bookkeeping, or something else. We respond within one business day.

Office
12 South Madison Ave, Suite 4
Phone
+1 (555) 555-0199
Hours
Mon–Fri 9am–5pm · Extended hours Jan–Apr
Email
hello@example.com

Small firm. Senior eyes on every return.

Founded in 2009 by two ex-Big-4 CPAs who got tired of clients being passed to first-year associates. Every engagement is run by a partner — no junior pass-through, no offshore prep, no surprise scope-creep invoices. We take on as many clients as we can serve well, then we close the door until the next slot opens.

Three partners, six staff, ~340 active clients — owner-operators and individuals filing $80K to $4M in income.
Licensed in 12 states · IRS Annual Filing Season Program · NASBA-registered for CE.
Industry depth: SaaS, construction, professional services, real-estate holdings, multi-state ecommerce.

A small firm doing serious work

16
Years in practice: 340
Active clients: $2.3M
Avg. tax savings · 2024: 5.0★
Google rating · 187 reviews