Precision in Compliance.
Strategy in Advisory.

A comprehensive range of accounting, tax, and advisory services: tax planning and strategy, tax preparation and filing for individuals and businesses, bookkeeping and reconciliation, payroll administration, CFO and fractional CFO services, business advisory, financial reporting, cash-flow planning, entity structuring, and tax resolution. These are available as standalone engagements or as an integrated package built around your needs.

Both. Roughly 65% of our clients are businesses — from startups through to mid-market companies — and 35% are high-income individuals and households. A great many of our business clients also engage us personally, which is genuinely useful: it lets us coordinate business and personal tax strategy as one picture rather than two.

Schedule through the form on this page or by calling the office. The initial conversation is a complimentary 30-minute discovery call with a CPA or senior advisor, where we discuss your situation, identify potential service fits, and answer your questions. If there is a mutual fit we send a detailed proposal within 48 hours. There is no obligation to proceed and no second call designed to close you.

Pricing depends on the scope and complexity of the engagement. Tax preparation is typically a fixed fee based on return complexity. Bookkeeping and payroll are monthly retainers. Advisory and CFO services are structured as monthly engagements with defined deliverables. You always receive a written proposal with specific pricing before any work begins — we do not bill hourly against an open-ended estimate.

Planning is a core part of the practice rather than an add-on. We prepare returns accurately and on time, but the planning work happens through the year — reviewing quarterly estimates, identifying deduction opportunities, modelling entity changes, and coordinating with your attorney and wealth advisor. By April most of the decisions that could have saved you money have already been made, which is precisely the problem with a filing-only relationship.

All client documents move through our encrypted portal, which uses 256-bit TLS and requires multi-factor authentication. You upload directly into organised folders, and we will never ask you to send sensitive information over unencrypted email — if you receive a request like that claiming to be from us, it is not. The portal also handles secure messaging and digital signatures for engagement letters and return authorisations.

Your initial consultation is with a CPA or senior advisor — Jonathan, Catherine, Marcus, or Danielle, depending on what you need. Day-to-day communication on an ongoing engagement is handled by your dedicated advisor with support from the operations team. You will always know who your primary contact is, and you will never be routed to an anonymous call centre.

Within one business hour for new enquiries during operating hours, Monday to Friday, 8:00 AM to 5:30 PM Mountain Time. For existing clients our target is same-business-day response on all messages. During tax season we extend availability and communicate proactively about timelines rather than leaving you to guess where your return is.

Within one business hour a CPA or senior advisor contacts you by phone or email to schedule your 30-minute discovery conversation. On that call we discuss your needs, answer questions, and outline sensible next steps. If you decide to proceed we confirm scope, deliverables, and timing before any billable work begins, and you receive a written proposal where appropriate.