Philosophy: I believe in a year-round relationship with my clients. We will communicate throughout the year, not just when your tax return is due. I offer a menu pricing program – this means I offer three levels of service, the Silver level has the lowest price, and the Platinum level includes the most services, incurring a higher cost. You get to choose what is right for you (we talk through it together). Understandably, cost is a big factor for individuals and businesses. I want you to be able to plan for your tax and consulting costs, and spread them out over a 12-month period (payable monthly or quarterly).  

 

Once we chat and determine the service level that is the best fit for you, you receive a custom quote from me. New clients will have additional time with me in the beginning so I can learn all about you and set us both up for success, an onboarding fee is charged at this time. We will establish a contract, signed by both parties, and then we will get to work!

 

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