Most CPAs make you book a meeting to learn what they charge. Answer four questions and you'll have your number in 60 seconds. It's an estimate, not a quote, but it's the same math we use on the call.
Across all locations, last 12 months.
If you don't know, pick "not sure." It's the first thing we look at.
Extra locations under the same entity share one tax return. Four or more, we build the plan with you on a call.
Each entity is its own set of books and its own return. Count the practice entities only, not the building.
Taxable investment accounts that send you a 1099. Retirement accounts don't count.
Syndications, funds, real estate partnerships, anything that sends you a K-1. Not the practice itself.
If you do, we handle the real estate entity too. No extra charge.
Picked from your answers. Every plan includes bookkeeping, tax planning, and tax prep, because planning built on someone else's books is guessing. You get a Client Advisor, a Client Controller, and a Senior Accountant.
One time. We take your last two returns and current books, find what you're overpaying, and hand you a written plan with the dollar amounts. If you sign the 12-month plan within 30 days, the full fee is credited to implementation. We take four a month.
Optional. Tap to add. These aren't levels of care, they're procedures, so they sit outside the plan.
Twenty minutes. Your estimate comes with the booking, so we start from the number, not from scratch.
