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We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

Quotes

HOW MUCH DO YOU CHARGE?  IT DEPENDS!

All of our services are customized to the specific needs and desires of our business clients.  We do not fit everyone into a standardized price for their required services.  A good proposed services contract includes a well thought out idea about what will best meet the client's needs.  It also requires a good estimate of expected costs for the client to budget for based on recent market pricing for labor and other resources.

I will ask key interview questions and want to review supplemental business information such as financial statements and tax returns.  Once the client needs and desires are identified, with the operations and nature of the business in mind, I may also inquire about number of  employees, contractors, and/or other colleagues to build a customized proposed service package suitable to your business or entity. 

It could take one to three business days for the process to culminate in the most meaningful price quote and proposed services contract.  It all depends on how prepared the client is to answer key questions and to provide documentation.  

(Takes 1 - 3 business days)

Step 1 - Please make an appointment for an introductory meeting with complimentary quote OR complete the form below for an e-mail response.  This generally takes 15 minutes to one hour to interview you and collect your relevant information.  It may be done by phone or in person at one of our locations or meet up sites.

Step 2 - You must provide us with the answers to some basic questions with some company financial, payroll, and taxation information.  This way we can research your best options for the services and pricing to meet your needs so please fill in the form and attach documents that help us see the nature and operations of your business. 

                    a)  Due to the unique nature of each request, please provide as much detail as possible. We will need to know things like what types of tax returns you filed previously and/or what you expect to file including forms and schedules.  Your business profit or loss for the year with entity type, personal income range, and other details will also help us give you an optimal estimate of the combination of services you are inquiring about.  

             b) Please note that quotes are based on market pricing, our reasonable estimates of time to complete the described services, negotiated pricing with our network team, and any expected discounts relevant to your unique situaton.  Expected discounts and adjustments will be included in your quote, and early payment and one time payment reductions are available with quoted budgets.  You need to send us (secure file exchange or office delivery) so that we may complete your quote in a timely manner.

Please contact us for a free quote:

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Step 3 - Please allow us 24 to 48 hours to get back in touch with you.  Although you are important to speak with, we may be helping current clients with prescheduled services.

Step 4 - Receiving a quote from us does not obligate you to utilize our services.  Once we mutually agree to work together, then an engagement packet contract will be prepared for you, you will sign and date this, and submit a requested retainer.  Regular monthly fees will apply to your services, or progress fees to your project.   

Send us a text or e-mail if you would like to talk with us further.  We wish you the best with your business and/or entity!

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