Home › Services
Services
Tax, business accounting, personal and fiduciary work, and litigation support, handled by a small office that knows the whole file.
Tax Services
- Tax preparation for business, individual, estate, gift, trust and non-profit
- Tax planning through the year, not just in April
- Tax resolution: notices, back filings and payment arrangements
Services for Individuals
- Personal financial planning
- Estate planning
- Conservatorships
- Trustee services
Business Services
- New business formation
- Small business accounting and bookkeeping
- QuickBooks setup, training and oversight
- Payroll
- Cash flow management
Litigation Support
- Business dissolutions
- Shareholder and partner disputes
- Divorce
- Expert witness testimony
- Lost wages and wrongful discharge
How engaging works
Call or send a note describing the situation. Most first conversations run about twenty minutes and end with a straight answer about whether there's work to do.
If there is, the next step is looking at the records, last year's return, the books, the notice, whatever's relevant. Scope and fee come after seeing what's actually there, not before.
Some clients come once a year for a return. Others are in monthly for bookkeeping and payroll. Either is fine, and the file stays with the same CPA.
Fees
Returns are quoted as a flat fee once I've seen last year's. Bookkeeping and payroll are monthly. Forensic and valuation work is hourly, with an estimate up front.
Getting started
Bring last year's tax return. It says more about your situation than any questionnaire would.
Referred by someone we work with?
Call the office and speak to Bailey. She handles the calendar and will get you in front of Ruth.