Frequently Asked Questions

We accept new clients on a limited basis. Preference is given to business owners and individuals seeking an ongoing, year-round advisory relationship rather than once-a-year transactional tax preparation.

Every client’s preferences are different. We understand that our electronic, structured, advisory-based approach may not align with your expectations or needs. We respect that and will support you in finding a firm that better suits your needs. Our goal is mutual alignment, not obligation.

We truly value our long-term relationships. However, consistency in following policy ensures fairness to clients and our staff, operational efficiency and a predictable client experience. For that reason, we apply our policies uniformly to all clients.

To ensure focused, uninterrupted work time for our CPAs and EAs, we schedule calls and consultations in advance. Depending on your question, we may need to send you a service proposal and request a consultation fee upfront. Our administrative team can assist with this as well as scheduling a time to discuss your needs with the appropriate staff member. This structure ensures better service for all clients.