Every service has a published starting price, and your exact quote is fixed in writing before anything starts. No hourly meter, no surprise invoice.
We don't pad a rate so we can "give you a deal" later. The published price is already the fair one, and your exact quote is fixed in writing before any work begins.
You pay for the outcome and the relationship, not the clock. A longer call or one more question never shows up as a line item, and the only time a price moves is when the scope does, quoted and approved first.
And the first step is never sunk cost: hire us for the work after any paid diagnostic and you get its fee back as a discount on that work.
Get your fixed quoteBooks, tax, and advisory together. The second figure is the prepaid annual rate. Payroll is a formula on top.
The same work, bought from four providers who never talk to each other, against one firm that does.
Not ready for a full engagement? Start with one of these. If you hire us for the work after a paid one, you get the fee back as a discount on that work.
A CPA licensed in both the US and Canada reads your file and tells you in writing what's wrong, what needs fixing, and how to fix it. The report is $250. If you hire us for any work after that, you get the $250 back as a discount on that work. See the Cross-Border Diagnostic
Your last return and your books, read together: was it filed right, did you overpay, are the books right, and how to fix what isn't. The report is $250. If you hire us for any work after that, you get the $250 back as a discount on that work. See the Business Diagnostic
Send last year's return, your business return, or a letter from the IRS or CRA. A licensed CPA reads it and sends back a fixed price to handle it. Get my fixed price
A focused session on your numbers and your biggest financial questions, with a clear next move. Hire us for a CFO engagement after and you get the $695 back as a discount on it.
Add-ons (extra state, K-1s, S-corp election, multi-state payroll, PFIC and other cross-border forms) are published on each service page and quoted before they apply. Canadian returns are billed in CAD. Prepay 12 months on recurring engagements and save about 10%.
Every price is fixed in writing before any work begins. The promises below are not marketing, they are written into your engagement letter.
Your fee is fixed in writing before any work begins. No hourly meter, no surprise invoices, and if it isn't right, we make it right.
A short call and we'll quote your situation in writing, before any work begins. No payment until after.
Two quick steps, then pick a time. Fifteen minutes with a CPA.