Do you have tax and financial questions and are not sure where to find answers that you can trust?

We have separated the advisory portion of the practice, from the accounting, bookkeeping, tax preparation and tax resolution services.

Advisory Services – Subscription Plans 

Each subscription service is offered on an annual, non-refundable, and auto-renewable basis.  The yearly contract automatically renews each year, unless canceled in writing. You can cancel at any time.

Advisory Clients do not lose any year-end credit on their accounts unless they are no longer clients. All Advisory clients that have an open credit at year-end will only pay the difference between what they have in credit, at year-end, and the balance needed to bring the client to the same plan they have currently. For example, if you have a Platinum plan ($1,050 current price), and you have $350 unused, in January, we will charge your Advisory plan only an additional $700, rather than the full amount of $1,050. This is as of January 1, 2025, and is subject to change

Usually, to speak to a CPA you can wait for days to receive an answer. Even then, you pay hundreds of dollars when you finally do get an appointment. For less than a dollar a day, you will have access to a CPA and receive specific advice regarding your questions.

To sign up for the program, simply complete the attached credit/debit card authorization form, or you can call us with the information, and let us know which service plan you are interested in (individual or business).

What are you waiting for?  Sign up today!

To see a list of services offered please download our Services form.

To fill out the authorization form and enroll in this program please download our Credit Card Authorization Form and email it to [email protected] or mail to the address located on the top of the form.