Reaching out to a new CPA can feel like a big step. Whether you have a quick question, a stack of paperwork, or an IRS letter you don’t know what to do with, you’re in the right place.
Here's What Happens Next
Tell us a few details
Jump on introductory call
Kick off!
Take The First Step
Pick a time that works for you. The first call is always free.
Our office is in Edwardsville, Illinois at 219 Second Avenue, Suite B. We serve clients across the Metro East, St. Louis, Chicago, and nationwide through our virtual CPA services. You don’t have to live nearby to work with us.
How much do your services cost?
Our individual returns start at $450 and business engagements are priced based on scope. We’ll give you a clear, upfront quote after the first call. No hidden fees, no surprise invoices.
Do I have to come into the office?
No! Most of our clients work with us entirely virtually. We have a secure client portal to send documents, and we handle calls, screen shares, and e-signatures remotely. In-person is always an option too if you’re local.
What if I haven't filed in a few years?
You’re not the first and you won’t be the last. We help clients catch up on late returns all the time. We’ll figure out what’s missing, file what needs filing, and work with the IRS on any balances owed. No judgment.
What do I need to bring to the first call?
Nothing. The first call is just a conversation. We’ll ask some questions, listen to what you need, and go from there. If we decide to work together, we’ll send a checklist of documents after.
