On the house to start.
A few ways to get to know us before you commit. Mention the code when you book your free consult.
Free 30-Minute Consultation
A no-obligation call with a credentialed CPA — a $199 value.
CONSULTNew clients. One per household/business.
Free Prior-Year Return Review
We’ll review last year’s return for missed opportunities before you switch.
REVIEWResults vary. Not a guarantee of additional refund.
$100 Off Your First Business Return
New business clients save $100 on a first-year 1120-S, 1065, or 1120.
BIZ100New clients. Cannot combine with other offers.
New-Business Bundle — $250 Off
Formation + bookkeeping setup + first-year tax plan, $250 off.
STARTUP250New formations. Cannot combine.
Refer a Friend — $75 Credit
Send us a client; you each get a $75 credit when they engage.
REFER75Applied after the referred client’s first invoice.
Bookkeeping Catch-Up — 10% Off
10% off a clean-up / catch-up project to get current before filing.
CATCHUP10New bookkeeping clients. Project-based.
Prices shown are illustrative flat-fee starting points for this template and vary by complexity, forms, and scope. You always receive a written quote before work begins. Fees are never contingent on the size of a refund (Treasury Circular 230). Examples and testimonials reflect individual experiences; results vary and are not a guarantee of future outcomes.