Our Fees


We have very high standards for our services and offer personalized attention to each one of our clients. We believe our fees represent a high-quality investment in the future of your business and individual tax situation.
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To provide maximum value to our clients, we do have minimum fees for our services:

  • Business tax returns

  • Individual tax returns

  • International Individual tax returns

  • Tax Planning

  • Accounting Services

  • Consulting engagements/Fractional CEO

We believe that an initial consultation is important to establish a lasting relationship. During the initial call we will ask you questions about your business and individual situation. We welcome questions from you about our experience and knowledge.

We will not provide advice or answer specific tax questions without a signed engagement letter. This is done to protect you and our firm from any misunderstandings or miscommunications. The engagement letter also allows us to limit our scope to your specific questions or tax situation.

After our initial consultation, we will provide you with a detailed quote based on the items discussed. Based on the quote, you may choose to add additional services.

This allows you:

  • To make an informed buying decision,

  • Budget your expenses and

  • Eliminate financial surprises.

Finally, in order to provide you the best service, we use the same software that the Leading National CPA Firms use to prepare your business and personal tax returns and tax planning engagements.