Precision in Compliance.
Strategy in Advisory.

We provide a comprehensive range of accounting, tax, and advisory services including: tax planning and strategy, tax preparation and filing for individuals and businesses, bookkeeping and reconciliation, payroll administration, CFO and fractional CFO services, business advisory, financial reporting, cash-flow planning, entity structuring, and tax resolution. Services are available as standalone engagements or as integrated packages tailored to your needs.

Both. Approximately 65% of our clients are businesses — from startups to mid-market companies — and 35% are high-income individuals and households. Many of our business clients also engage us for personal tax planning and preparation, which allows us to coordinate business and personal tax strategy holistically.

You can schedule a consultation through our website form or by calling our office. The initial conversation is a complimentary 30-minute discovery call with a CPA or senior advisor. We'll discuss your situation, identify potential service fits, and answer your questions. If there's a mutual fit, we'll send a detailed proposal within 48 hours. There's no obligation to proceed.

Pricing depends on the scope and complexity of your engagement. Tax preparation is typically quoted as a fixed fee based on return complexity. Bookkeeping and payroll are quoted as monthly retainers. Advisory and CFO services are structured as monthly engagements with clear deliverables. You'll always receive a written proposal with specific pricing before any work begins — no hourly surprises.

Tax planning is a core part of our practice. While we do provide accurate and timely tax preparation, our planning work happens throughout the year — not just in March and April. We review quarterly estimates, identify deduction opportunities, model entity changes, and coordinate with your other advisors to minimize your overall tax burden. This proactive approach is what most of our advisory clients value most.

All client documents are exchanged through our encrypted client portal, which uses 256-bit TLS encryption and requires multi-factor authentication. You upload documents directly to organized folders, and we never request sensitive information via unencrypted email. The portal also supports secure messaging and digital signatures for engagement letters and tax return authorizations.

Your initial consultation will be with a CPA or senior advisor — Jonathan, Catherine, Marcus, or Danielle depending on your service need. Day-to-day communication for ongoing engagements is handled by your dedicated advisor with support from our operations team. You'll always know who your primary contact is, and you'll never be passed to an anonymous call center.

We respond to all new inquiries within one business hour during operating hours (Monday – Friday, 8:00 AM – 5:30 PM MT). For existing clients, our target is same-business-day response on all messages. During tax season, we extend our availability and communicate proactively about timelines. Our Financial Assistant is also available 24/7 for basic questions and consultation scheduling.

Within one business hour, a CPA or senior advisor will contact you by phone or email to schedule your 30-minute discovery conversation. During that call, we'll discuss your needs, answer your questions, and outline sensible next steps. If you decide to proceed, we'll confirm scope, deliverables, and timing before any billable work begins — and you'll receive a written proposal when appropriate.