New Client

 Thank you for considering us for your tax & financial planning. 

Most local CPA firms offer what we view as filling out tax forms, without prior planning, for a low price.  If this is what you are looking for, we are not the firm for you.

We are a boutique practice, limited to those who need or appreciate planning during the year that can actually save tax, have complex tax issues, or just need extra hand holding.  If you are looking for this higher-level service, we may be a good fit.

Our office has full time tax professionals, on-site, that love what they do and are constantly learning new laws and planning techniques.  This is an increasingly rare skill to find, the thought is not scalable, and capacity is limited.  We also prioritize existing clients, so that we can live up to our promises. 

We welcome meeting potential clients from June 15 to July 31 and then again from October 15 until Thanksgiving for the following tax filing.  If you think we may be a fit, we would be glad to meet, review your prior returns, and discuss your needs.  Our annual fees start at $2,000 per year but there is no cost or obligation to meet.  We typically like to see your prior returns and tax info in advance so that we are prepared for the meeting, but it’s not required. 

If interested feel free to email or just call us at 908-233-7900.