Pricing depends on your business size, complexity, and which services you need. We don't do one-size-fits-all. On the discovery call, we'll review your situation and give you a clear, flat-rate quote. No hourly billing surprises, no hidden fees. Most clients tell us the fees pay for themselves within the first few months once we've identified what they were overpaying.

That's the most common question we get. Most CPAs are excellent at filing your return accurately. What they often don't do is call you in September to recommend adjusting your estimated payments, or suggest restructuring from an LLC to an S-Corp to save you $8,000, or review your payroll setup to catch a tax inefficiency. Reactive accounting files. Proactive accounting builds strategies. If your current CPA hasn't proactively reached out to you mid-year about a specific tax-saving move — you're getting one service when the other one is available.

It's 30 minutes, it's free, and it's genuinely useful regardless of whether you hire us. We'll ask about your current setup, business structure, revenue range, how payroll is handled, and what's stressing you most. From there, we'll tell you the two or three biggest financial opportunities we see for a business like yours, and give you an honest picture of how we'd approach it. No sales pitch, no pressure. You walk away with clarity and the option to move forward if it makes sense.

The tax-saving opportunities are often biggest for small businesses doing $100K–$2M per year, because this is where most CPAs take shortcuts and owners are least likely to know what they're missing. Businesses at this size often qualify for deductions, retirement contribution strategies, and entity structures that nobody has ever walked them through. We work with businesses of all sizes: sole proprietors, S-Corps, LLCs, partnerships and our smallest clients often see the highest percentage returns.

Yes. IRS notices range from routine to serious and the worst thing you can do is ignore them or respond incorrectly on your own. We review every notice, communicate with the IRS on your behalf, and work toward the best possible resolution. As one of our clients said: we "knew exactly how to handle it." If you've received a letter, bring it to the call and we'll tell you immediately whether it's something to worry about.

After the discovery call, onboarding typically takes 1–2 weeks. We gather your documents, get access to your accounts, and do a full review of your current financial setup. From there, we move into our regular rhythm: monthly bookkeeping, proactive communication, and year-round tax planning. The sooner you start, the more of the year we have to work with.