If they only call you in April, that is a filing service. A Tax CFO plans with you all year, and the first look is free.
The call is 30 minutes. Free. Nothing to sign. Three things in your return worth a look, each with the page it sits on. A straight answer on whether your books can be trusted today. A switch plan if you want one. We request everything from your old firm, so you skip the awkward conversation. You decide what to do.
If two of these sound familiar, it is time.
A checklist in the mail, a folder to drop off, a portal nobody can log into.
By the time the answer arrives, the decision has already been made without it.
They saw your numbers once, after the year ended, when nothing could be changed.
No. With your signed authorization we request your prior returns and records from them directly.
It is the best time. Tax planning only works before the year closes.
No. We do not perform audits, reviews, or compilations. We keep your finances clean, prepare and plan your taxes, and act as your CFO. If a lender requires audited or reviewed statements, a CPA firm does that piece.
A fixed monthly fee based on the size and complexity of the business. You see the number before you decide anything.