Level 1

Level 2

Level 3

We have two payment options for our services:

Fixed Price Agreement (FPA). Under an FPA all services agreed upon are billed to you under a fixed monthly amount. This eliminates the question of cost for you and helps you in your budgeting process. A major benefit of an FPA is that you can call us at any time for advice on these matters with the knowledge that we will not be charging for phone calls. Any new or additional work you need will be covered by a Change Order. The fee for the additional services will be covered up-front with you.

Fee for service (or hourly billing). We will bill you for services provided as the work progresses at our then current hourly rates. When possible, we will give you estimates of fees for specific services.

Our goal is to save you money with effective tax planning and create value for you that far exceed your investment with us. That’s why we stand behind what we do with a guarantee like no other local CPA firm offers.