We focus on providing year-round, continual service to business owners and their businesses. Thanks to this focus, we're able to design packages based on your specific needs, taking into account your situation and combining it with our strengths. This means all the packages we offer include tax preparation for both your individual and your business returns in addition to all of the monthly, quarterly, and annual services we'll be providing. Think of our packages along the monthly subscription model: all your agreed-upon services for the year are included in one monthly price.
Before we create your package offerings, we'll want to get to know you better. To do this, we've designed our client onboarding process to revolve around what we like to call the "discovery phase" of the process. Early on in the discovery phase, we'll have a general conversation with you to help us uncover the different types of value we can provide. After our conversation, we'll then continue working with you to narrow in on the specifics of your situation.
Once we've completed the discovery phase, we'll design several package options for you to choose from. We'll then be able to decide together what works best for you and your situation. Doing it this way means you know from the beginning what services we’ll be providing and how much you'll be paying on a monthly basis.
Interested in becoming a client? Fill out our form and start the discovery!