These are not ordinary times—so why settle for ordinary CPA and advisory services? Now more than ever, you need a trusted financial partner who is proactive, strategic, and available when you need them.
Imagine having an experienced advisor on call, ready to help you navigate both business and personal financial decisions—without the high costs or complications of traditional advisory services.
That’s the power of our reimagined Client Care Plan—a smarter, more flexible way to get expert financial guidance when it matters most.
Services Include:
- Coaching and Planning: Financial, tax, and business
- Investment: Portfolio allocation, tax shelter, and performance analysis
- Accounting: Custom-designed semi-automated systems including banking, payroll, and employee benefits
- Compliance: Tax returns and government filings
- Representation: as needed in specific tax and small business circumstances
- Privacy, Safety, and Security: Policy statements and internal controls, offsite secure backup copy of documents
Three Levels of Service and Pricing:
- Individual – $1,500/year or $125/month
- One-Person Unincorporated Business- $2,400/year or $200/month
- Corporate: Includes associations and partnerships with assumed recurring responsibilities – $7,200/year or $600/month
What’s covered?
These basic plans cover substantially all the services that most clients require over an extended period of time, however we do not mean to imply that we can take on a major project at the start of a client relationship without covering the extra cost. In all cases, we will discuss options and agree on the best plan.
Details of the work plan:
Each client agreement is customized to match your goals. Some personal services are ‘built-in’ at no additional cost, while others require additional fees and contracting with other firms. All details are agreed upon in a written engagement agreement and Work Plan. Due to limited active client capacity and work scheduling, we utilize an overflow listing when necessary.
Professional Qualifications
Tony Novak is dedicated to working-class investors and small business clients under a value-focused service plan since the launch of his independent practice in 1987. He is one of the relatively few highly trained and experienced CPA advisors with a diverse background in small business operations and management, law, tax, investment, real estate, coaching, and accounting, he offers a unique blend of expertise. He owned and operated businesses ranging from an organic farm to real estate and a popular fintech employee benefits brand. Hundreds of “five-star” comments collected over more than three decades are available to review online on multiple financial services platforms.
Contact: Text, then call, is usually easiest: 856-237-9199