Book a call. We'll walk you through who we are, how we work, and what it costs, so you're not starting from zero. See how it works →

We aim to be transparent from day one, with no surprises as your situation changes. See our pricing information here.

Andrew holds both a bachelor's and master's degree in accounting and is a member of the AICPA, with experience across real estate investors, small and medium-sized businesses, and individual returns.

Yes! We have plenty of clients who are retired, W2 employees, and many who would be considered "basic" tax returns. We aim to help all people, not just people who need 6-figure tax assistance.

Our focus is income tax. We have strategic partners and trusted referral partners for all of these other services, and so please reach out if you do need help in these areas, and we can often add value by connecting you to the specialist you need.

The short answer is yes, sometimes you just need to ask a quick question or want a second opinion on something. Feel free to reach out and we can see if we can help.