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We’re often asked similar questions before starting a conversation with our firm. This page addresses those questions so you can quickly determine whether our approach aligns with what you’re looking for.
Yes, the firm is based in Fort Lauderdale. That said, our work is handled virtually to ensure a consistent, nationwide experience.
We do not outsource overseas.
We do, including personal returns, but we limit this work to clients who are engaged with us throughout the year.
We work best with service businesses generating $500K+ in annual revenue.
Pricing is a weekly fixed-fee. Because every business is different, pricing depends on complexity and the level of responsibility required.
If you’re looking for the lowest-cost option, we’re likely not the right fit.
No, we don’t accept walk-ins or one-time requests. Our firm works with clients throughout the year.
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