Getting your accountant to help with running your business or filing your taxes shouldn't be a lot of work. That’s why we set you up with a dedicated team.

Have questions on your tax return? We offer input sessions to discuss your return before we prepare it. Once it's finished, we also offer insight sessions to review your return and discuss how you can make changes for the upcoming year.

Have issues with your accounting or need to run over some minor changes in your processes? You’ll be having regular Accounting Review sessions with your Lead Accountant to go over your recent accounting and address any items that have come up.

Want to know how your business is doing? We offer regularly-scheduled insight sessions with your Technical Guide to review your performance and discuss areas of strength and concern. Have something that just came up and need to discuss it now? We also offer one-off guidance sessions to help with those unexpected times.