Tips on Business, Taxes, Payroll, and Accounting

As soon as you start to think about your business, an accountant can help you take the next steps. We can discuss your business's organization, tax purposes and operations, along with target pricing and profit margins.  

Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding "Yes!"

While we have experience serving clients across various industries, our expertise extends to service-based businesses, including creatives, lawyers, beauty salons, coaches, real estate agents, and more. We also work with non-profits.

 We have experience working with remote clients and offer virtual consultations, secure document sharing through our client portal, and other remote-friendly services. 

 Our firm distinguishes itself through personalized service, a client-focused approach, and a team of highly skilled professionals dedicated to your financial success. Read more about us on the About page. 

 Absolutely. We believe in building lasting relationships with our clients. Beyond tax season, we provide ongoing support, financial advice, and regular check-ins to help you achieve your financial goals. 

 Our billing is transparent and based on the services provided. Detailed information about our billing and payment policies can be found in our client agreement, which we will review with you during the onboarding process. 

 We take data security seriously. Our firm employs industry-standard security measures, and our team is trained to handle sensitive information with the utmost confidentiality.  Learn more about our security practices on our Privacy and Security page.