01
Personal tax
Federal + state returns, multi-state if needed, audit-defence backing on every return we file.
- Flat $385 standard return
- $585 with K-1s or rental income
CPA · Tax · BookkeepingFlat-rate, alwaysLicensed in 12 states
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.
Personal taxBusiness + bookkeepingAdvisoryIRS resolution
Licensed CPA
340 active clients
Secure document portal
Flat-rate pricing
01The recordFounded 2009 by two ex-Big-4 CPAs
- 16
- Years in practice
- 340
- Active clients, capped on purpose
- 12
- States licensed for filing
- 5.0★
- Across 187 reviews
02How we helpEvery price quoted up front
Six engagement shapes
Pick what fits; switch any time as your business grows.
02
Business tax + bookkeeping
Monthly bookkeeping in Xero or QuickBooks, quarterly reviews, year-end return. Single-member LLCs to 25-employee S-Corps.
- From $450/month
- Quarterly review calls included
03
Advisory + planning
Quarterly strategy on entity structure, owner compensation, retirement contributions, and the big decisions.
- Included in monthly engagements
04
Catch-up bookkeeping
Behind on the books? We clean up 12–36 months, reconcile every account, and hand back a ledger you can file from.
- Quoted per project, up front
05
IRS resolution
Notices, audits, payment plans, offers in compromise. We represent you directly — you don't take the call.
- Included free on returns we filed
06
Fractional CFO
Monthly close, board-ready financials, KPI dashboards, banker + investor prep for businesses doing $1M–$10M.
- Quoted per engagement
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
- Partner-reviewed returns · continuing education kept current
- Industry depth: SaaS, construction, real estate, multi-state ecommerce
03No hourly billing, ever
How an engagement starts
Free 30-minute consult
We talk through your situation and whether we're a fit. If we're not, we say so and hand you our referral list.
Flat-rate proposal
Written scope and price within 48 hours. No hourly billing, no nickel-and-diming for emails or phone calls.
Onboarding + portal
Secure portal access on day one, kickoff call, integration with whatever software you already run.
Year-round partnership
Quarterly check-ins and proactive planning. You should never wonder where we are or what we're working on.
Fees
Flat rates, printed
The prices we quote most often. Anything outside this list is scoped and quoted in writing before a minute of work happens.
Personal tax
- Standard federal + state return$385
- With K-1s, rental or investment income$585
- Each additional state$95
- Amended returnfrom $250
- Extension filingFree
For clients we file for
Business + bookkeeping
- Monthly bookkeepingfrom $450
Per month, by transaction volume
- Business return (S-Corp, partnership)from $1,150
- Payroll filingfrom $95
Per month
- Sales tax registration + filingfrom $75
Per state, per month
- Catch-up bookkeepingQuoted
Per project, before we start
Advisory + representation
- Quarterly advisoryIncluded
With monthly engagements
- Entity structure review$650
- Fractional CFOQuoted
Per engagement
- IRS or state audit representationFree
On any return we filed
- Notice responseFree
On any return we filed
Nothing here is billed hourly, and none of it is a starting point we walk upward from. If the scope changes, you get a new written number before we do the work — not a bigger invoice afterwards.
Client words
Why people switch to us
5 out of 5 stars
“The IRS sent me a notice on a complex amended return. They handled the entire response — I never spoke to an agent once. That alone was worth years of fees.”
L
Lisa W.
Freelance consultant
Plain language
The words, translated
Nobody should have to pretend they know what a K-1 is in order to ask a sensible question.
- Basis
- What you have actually put into an asset or a business, adjusted over time. It decides how much of a sale is taxable, and it is the number people most often cannot reconstruct years later.
- Cash vs accrual
- Cash accounting records money when it actually moves; accrual records it when it is earned or owed. Accrual gives a truer picture of a growing business and is required past certain revenue thresholds — which one you are on changes your taxable income in any given year.
- Depreciation
- Spreading the cost of an asset across the years it is useful rather than deducting it all at once. Several elections let you accelerate it — which is worth doing in a high-income year and worth avoiding in a low one.
- K-1
- The form a partnership, S-Corp or trust issues to each owner showing their share of income, deductions and credits. It arrives late, it is nobody’s favourite, and it is why some returns cost more to prepare.
- Nexus
- The connection that makes you liable to file in a state — an office, an employee, or simply enough sales into it. Ecommerce sellers acquire it accidentally, which is how a one-state business becomes a nine-state filer.
- Offer in compromise
- An agreement with the IRS to settle a tax debt for less than the full amount. Genuinely available, rarely as available as late-night advertising suggests, and worth assessing honestly before anyone charges you to apply.
- Quarterly estimates
- Prepayments of tax made four times a year by people whose income is not withheld at source. Underpay and the penalty is charged as interest, so the aim is to land close rather than to overpay and lend the money interest-free.
- Reasonable compensation
- The salary an S-Corp owner must pay themselves before taking distributions. Set it too low to dodge payroll tax and it is the single most common thing an audit unwinds.
04Fees + logistics
Common questions
How do you bill?+
Flat-rate for returns and monthly bookkeeping; project pricing for catch-up work, quoted before we start. Questions are free — we don't bill for asking.
Do you work with clients in other states?+
Yes. Licensed in 12 states for filing, and bookkeeping clients can be anywhere — the workflow is fully cloud-based.
What software do you use?+
Xero or QuickBooks Online for the books (your preference), Drake for tax prep, SmartVault for the portal. We integrate with what you already run.
Are you taking new clients?+
Yes, with a small waitlist November–February. Bookkeeping and advisory start any time; tax-only clients onboard easiest in summer.
Do you offer audit defence?+
Every return we file includes representation in an IRS or state audit at no extra cost. We stand behind our work.
How do I share documents securely?+
An encrypted client portal from day one — no emailed PDFs, no faxed W-2s. Two-factor authentication, encrypted at rest, and access you can revoke yourself.
Year-end is closer than it looks.
Book a free 30-minute consult — we'll walk through your situation and propose a flat-rate engagement that fits.
No commitment · free for the first 30 minutes
Opening hours
When the office is open
HoursChecking
- Monday – Thursday
- 09:00 – 17:00
- Friday
- 09:00 – 15:00
- Saturday
- 10:00 – 14:00January to April only
- Sunday
- Closed
From January to April we open Saturdays and answer the phone until 19:00 on weeknights. Outside filing season, the portal is always open and messages are answered within one business day.
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.
- Office12 South Madison Ave, Suite 4
- Phone
- HoursMon–Fri 9am–5pm · Extended hours Jan–Apr
- Email