Frequently Asked Questions

Yes — the initial consultation is free, confidential, and typically 30 minutes. Bring your last two tax returns and current financials if you have them; you'll leave with a candid assessment and a written flat-fee quote.

After the consultation, you receive a written annual quote covering the agreed scope — tax, bookkeeping, advisory, or a combination. Routine questions and calls are included; the meter is never running. If your situation changes materially, we re-quote before doing additional work.

We onboard a limited number of new business clients each quarter so service levels hold. Off-season (May–November) is the ideal time to switch — there's time for a proper onboarding and a planning session before year-end.

Licensed CPAs are bound to professional standards, can represent you before the IRS, and — in our model — work with you year-round on the decisions that determine your tax bill, rather than recording history each April.

Most of our business clients fall between $250K and $20M in annual revenue — established enough to need real accounting, small enough that partners still know your name. We also serve the personal returns of business owners and their families.

Yes. About a third of our clients work with us entirely remotely across Colorado and beyond. Meetings run over video, documents through our secure portal, and multi-state filing is routine.

We handle the transition: requesting records from your prior accountant, reviewing the last three years of returns for missed opportunities, and setting up systems access. Most switches are complete within two to three weeks, and you never have to make an awkward phone call.

Client documents move exclusively through an encrypted portal — never email attachments. Access is limited to your engagement team, and we carry professional liability coverage appropriate to the practice.