Our best clients:
- Are looking to build a long-term relationship with one tax professional (not be handed off to someone more junior every year at a big firm).
- Understand that paying tax is part of the responsibility of living in our society — but want to be sure they’re not paying more than necessary.
- Are looking for a partner to help them feel empowered around taxes and finances.
- Want to feel confident that their finances are being handled correctly and expertly.
- Want to make life decisions with the best information about how it will affect their taxes now and in the future.
But we’re not going to be a good fit if you:
- Are looking to have a tax return filed as cheaply as possible.
- Want to avoid paying tax altogether.
- Don’t want to be involved in the process at all.