That is not a gimmick. It is the clearest signal we can give you about how the whole relationship works: no hourly meter, no surprise invoice, no discovery call whose real purpose is to size you up before naming a number.
Fixed fees, quoted in writing. Florida licensed CPA.
After enough of these conversations, the same three things come up every time.
Hourly billing makes every question a decision about whether it is worth the money. So clients stop asking, problems go unmentioned, and the relationship becomes a once-a-year transaction instead of an advisory one.
They meet a partner during the sale and then the file goes to someone else. Questions go into a queue.
By the time the return is being prepared, every decision that could have changed the outcome has already been made. The work is accurate and the timing is useless.
Deliberate choices, not features.
Our pricing is on the website and our quote tool gives you a real starting number in about two minutes. The final fee is confirmed in writing before work begins, so the invoice never surprises you.
Your file is not handed to a preparer you never meet. The licensed CPA whose name is on the door is the one reading it and the one you talk to.
QuickBooks Online, Ramp, Bill.com and Gusto, connected properly. Automating the mechanical work is what makes it possible to close books on live data instead of month-old statements.
Entity elections, retirement funding, equipment timing and estimated payments all have deadlines that are not April 15. We work on the calendar those decisions actually run on.
Call us. Ask the question.
You should be able to repeat back why you are doing something and what it saves you. If an explanation only makes sense to another accountant, it is not finished.
Connected properly, so your books close on live data instead of month-old statements. Where we hold a certification, we say so.
General information, not advice for your situation. Outcomes depend on facts we would need to review with you.
“Philip is more than our CPA, he is part of our team. He is proactive, incredibly responsive, and always thinking ahead about our business and taxes.”
Because the alternative wastes everyone’s time. You should be able to find out whether we are in your range without booking a call, and we should be able to spend our sales conversations on scope rather than on price discovery. It also keeps us honest: when the number is public, it has to be defensible.
The price you see is our best price, not an opening position, and it is the same price every client with that scope pays. If you already hold a written quote from another licensed firm for comparable scope and service level at a lower price, we will beat it by 10 percent. The comparison has to be like for like, because a quote for a return prepared from books nobody closed is not the same product.
On the judgment-heavy parts, yes. Planning, review, entity decisions and anything requiring a licensed opinion sit with the CPA. Routine data work is automated or handled by the stack, which is the entire point of running a modern one. What you will not get is a file quietly reassigned to someone you were never introduced to.
Transitions are routine and happen more often mid-year than people expect. We handle the request for prior-year returns and depreciation schedules, and we tell you honestly if we think staying put is the better call. Not every firm that is a poor fit for you is a poor firm.
We are Florida based and licensed here, which suits clients who benefit from no state income tax. We file in other states as needed and work with clients across the country.
Most firms make you book a call before they will name a price. Answer a few questions and get a real starting number in about two minutes.
