We are a Virtual Firm. We serve all 50 US States.
Flat fee. Half of the proposal amount is due when we get engaged. The full amount is due if we are engaged for Only Tax Planning Engagement.
For tax planning engagements: With managers, senior managers, and partners.
For tax engagement: You will receive emails from our team members (staff and senior).
Your returns will still be reviewed and approved by senior managers and partners but will be prepared by other members.
You send us the requested documents for the proposal. Following the call, you will get a secure link.
We send you itemized proposal (Tax preparation and Tax Planning is itemized).
You make the payment per the proposal to get engaged.
This depends on the plan you choose. Usually, on an unlimited plan, we have client schedule more than 2 tax planning calls a month if required. Our clients typically send us their tax queries via email. If we consider that calls are necessary for emailed inquiries, we will request a call with our clients.
We discuss your needs, explain the value we can provide, and answer any other questions.
Please email or submit the question on the form here, and we will get back to you ASAP.
We have clients in almost every state in the United States. No matter which state you invest or live in, we can assist you with your demands as a virtual firm.
WE ARE INVESTOR FRIENDLY/REAL ESTATE CPAS THAT SERVE THETAX, TAX PLANNING, AND ACCOUNTING NEED OF INVESTORS, DEVELOPERS, CONTRACTORS,AND OTHER INDUSTRY CONSTITUENTS.