Our promise to you
Five promises you can hold us to, in writing. And some straight talk about who we're not the right firm for.
What you can count on
Our planning pays for itself
The tax plan comes with a guarantee, in writing. If it doesn't identify at least its own fee in estimated tax savings, we refund the difference. We're that sure the planning is worth more than it costs, so we put money behind it.
No April surprises
We run your numbers during the year, not just at filing. You'll know roughly what you owe months ahead, while there's still time to do something about it. The worst part of taxes is the surprise, so we take it off the table.
One flat fee, no meter
You see the number before the work starts. It's a flat monthly fee, so a quick phone call never turns into a surprise invoice. Call us when you need us.
We'll tell you no
Even when it's not what you want to hear. If a deduction won't hold up, you hear it from us before the IRS does. We save you real money the right way and keep you on the right side of the line. Pigs get fat, hogs get slaughtered.
You will hear back
Same business day for a quick question, two business days at most for anything that needs digging. You'll always know who's handling your account, and you won't feel like you're chasing your own CPA.
Who we are not for
We would rather tell you up front than take your money and disappoint you.
If none of those are you, we are probably a great fit.