Are We a Good Fit?

We believe it's essential to get to know one another, and evaluate whether we are the right fit to help you on your journey.

There are a few characteristics of people we're a solid fit for:

Individuals

• You don’t like tax surprises. You prefer to plan and anticipate tax liabilities.

• You have income sources in addition to, or other than, wage income. Investment income, rentals, self-employment income, pass-through income from partnerships and S corporations.

• You want a year-round advisor, and not just an annual tax preparer.

• You value relationships. Respect and kindness. You support your local communities.

Businesses

• Your current and near-term projected revenue is between $50k and $2.5m, and you're an entrepreneur in the service space. This includes creatives, professionals, retailers, etc.

• Single owner (or family owned) businesses.

• Small teams (employees) of approximately 10 or less.

• You view price as an investment to produce a return, not a cost to be minimized. And you recognize the right questions are the most valuable thing we can offer.

• You recognize your participation as the most important factor to produce results.

• You understand income tax, payroll tax and sales tax are necessary compliance services.  You realize taxes do not drive business strategy for growth, profitability and success. There is a much larger picture.

• You value relationships with business partners, and appreciate the guidance and coaching of a CPA to help you achieve better results.

It all starts with a conversation.