Selecting a CPA is not simply a price decision; it is a decision about the level of judgment, support, and continuity you want around your finances. Clients who work with this firm are choosing a relationship where their tax and financial matters receive senior-level attention, thoughtful planning, and ongoing guidance throughout the year.
Senior-Level Attention on Every Matter
When you work with this practice, your matters are handled personally by an experienced CPA who integrates tax compliance, entity planning, compensation strategy, and business decision support. You do not have to navigate layers of staff or explain your situation to someone new every year.
This continuity helps reduce errors, repetition, and confusion, and it makes it easier to arrive at clear decisions with confidence. Clients often comment that having a single, accountable professional involved year after year leads to fewer loose ends and more consistent results.
High-Touch, Proactive Service
The firm is intentionally structured as a low-volume practice so each client can receive a high level of responsiveness and support. This includes being available to discuss questions as they arise and to address issues before they become time-sensitive problems.
Providing this kind of access and follow-through requires setting aside time and capacity for a limited number of relationships. The fee structure is designed to support that level of ongoing involvement, rather than a model that emphasizes maximum volume.
Integrated Multi-Disciplinary Support Beyond Tax Preparation
Many client decisions sit at the intersection of tax, compensation, benefits, investments, and business operations. The goal of this practice is to help align those decisions so they work together in a coherent plan instead of being handled in isolation.
Examples of this integrated support include:
- Compensation and benefits planning for self-employed owners
- Entity and income-structuring decisions
- Coordination with investment and retirement strategies
- Business and leadership decisions with tax implications
Approaching these areas together can reduce the need for later corrections and help clients move forward with more clarity.
Flat Fees That Match the Work
Fees are quoted on a flat, transparent basis so clients can budget with confidence and avoid surprise invoices. Each flat fee is designed to reflect the actual scope of work required to handle matters properly, including analysis, follow-up conversations, implementation guidance, and availability for questions during the year.
These flat fees are often higher than commonly published averages for similar services, because they include time for thoughtful review and ongoing access. Many clients choose to spread the fee evenly over the year so it becomes a predictable part of their financial plan.
Focus on Value, Not Hours
The emphasis of this practice is on outcomes, not billable hours. Typical outcomes include:
- Cleaning up and stabilizing prior-year tax issues
- Producing well-documented, defensible filings
- Reducing the likelihood of avoidable penalties or notices
- Improving after-tax cash flow over time
- Providing timely, usable information for business and personal decisions
For many clients, investing in senior-level insight and consistent support compares favorably with the cost—in time, money, and stress—of unresolved questions or missed opportunities.
A Good Fit for Certain Clients
This pricing model is designed for clients who:
- Value direct access to an experienced professional
- Prefer a long-term working relationship over one-time transactions
- Want a high level of quality and follow-through rather than the lowest possible fee
Clients who are primarily looking for a minimal-contact, low-cost option may be better served by a different type of provider. Clients who want senior attention, proactive guidance, and continuity generally find that this model aligns well with their expectations.
How the Relationship Works in Practice
Clients can choose the communication style that works best for them, whether that is phone, email, or scheduled time to talk through more complex issues. In most cases, calls are answered directly or returned within one business day, and time for longer conversations is typically available within about a week.
Periodic written updates may summarize goals, completed work, and planning ideas discussed, so that progress remains visible and documented over time.
What Price to Expect
Client services are designed and priced individually. Approximately half of clients have all services fall within a minimum annual fee structure of:
- 2,400 dollars per year (200 dollars per month) for individuals
- 4,200 dollars per year (350 dollars per month) for unincorporated businesses
- 7,200 dollars per year (600 dollars per month) for entities
The specific work plan, timing, and pricing are confirmed individually based on scope and complexity. This allows the fee to reflect the actual work and support required for each client’s situation.
Next Steps If You Are Interested
If this style of working together sounds like a good fit, the next step is a brief conversation to discuss your situation and goals. During that call, you can ask questions, outline what you are looking for, and see whether this level of service matches what you want.