The questions we hear most ”” answered straight.

We begin with a 30-minute discovery call to understand your business, the work currently sitting on your plate, and the outcomes you care about. From there we propose a fixed-fee scope — no surprise hours, no creeping retainers.

Our tax compliance practice is US-focused, but our advisory, marketing, and website development teams work with clients globally. Reach out and we will tell you honestly whether we are the right fit.

Most of our clients sit between $500K and $50M in annual revenue. We have served sole proprietors and mid-market companies, and we are explicit when a different firm would serve you better.

Almost never. Ongoing engagements run on a fixed monthly fee tied to a defined scope. Project work is fixed-fee with a clear deliverables list. You should always know what you are paying.

Yes. The published tiers are starting points. Most clients combine elements — for example, the Professional tax plan with bolt-on marketing strategy. We will quote the combined scope on the discovery call.

Engagements run month-to-month after the initial onboarding period (typically 90 days). If we are not earning our keep, you should not be locked in.

Yes. We routinely step in on active correspondence — including audits — and become the point of contact going forward. Send us the notice and we will tell you within 24 hours what we recommend.

All federal and most state returns are e-filed through our EFIN. You sign electronically via our secure portal.

We run a nexus study to identify where you have exposure, register where necessary, and either file directly or coordinate with a sales-tax automation platform. We do not over-register clients into states they will outgrow.

Both. Choice of stack is driven by your team's capacity to maintain it. We build on Next.js, Astro, WordPress, Webflow, and Shopify depending on what fits — never what fits us.

Yes. Every website engagement ends with a recorded training session and written runbook. You should never be dependent on us for routine content changes.

Pipeline first, then revenue, then leading indicators. We set up the analytics so the same numbers your CFO sees are the numbers your marketing team optimises against.