We offer paid consultations for most services to ensure you receive thoughtful, professional guidance tailored to your situation. In some cases, a brief discovery call may be offered to confirm fit before moving forward.

This approach allows us to respect your time while providing meaningful insight from the start.

Our pricing is flat-fee or engagement-based, depending on the service, and is determined by scope and complexity—not hours alone.

You’ll always know:

• What services are included

• What level of support to expect

• What your investment covers

We believe transparency is part of good stewardship.

Yes. We specialize in working with nonprofit organizations, small to mid-sized businesses, and individuals, offering tax, accounting, formation, and CPA financial statement services.

Each engagement is tailored to the unique regulatory and reporting requirements of the organization.

Some services are offered as one-time engagements (such as formation services or individual tax returns). Others are designed as ongoing partnerships, particularly tax and accounting services for businesses and nonprofits.

We’ll clearly outline expectations before any engagement begins.

We begin with a structured intake questionnaire that helps us understand your needs, assess complexity, and recommend the appropriate service and pricing.

This ensures alignment and sets the foundation for a successful engagement.

Payment terms vary by service and are outlined clearly in your engagement agreement. In most cases, payment is required prior to work beginning.

That’s perfectly okay. Our intake process is designed to help guide you to the right level of support. If we’re not the best fit, we’ll let you know—honestly and respectfully.