In today’s times, the traditional brick-and-mortar tax and accounting firm is rapidly going obsolete. COVID-19 has forced businesses to rethink how to stay relevant and keep business alive. The answer is agility, technology, and innovation. The ole “call up the tax preparer whose been in business for 20 years after retirement to get your taxes done” model is getting really old. We’ve boiled the majority of our services down into two buckets. If you just need or want to get your taxes done, have a simple financial life, or are not concerned with saving money for the future – then the Reporting-Only option may work best for you. If you are forward-thinking, have some complexity to your finances, and need and want to save money – then we got something for you too!

So to break it all down, we created the Client Guide Handbook that explains what each option is all about and more importantly, how YOU will benefit. We are here to help and if you have any questions – don’t hesitate to reach out!

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