A portmanteau of “accounting” and “intelligence.” Intelligence has a double meaning. First, it is a collection of valuable information. Second, it is the ability to acquire knowledge and apply it. These are core to our mission when providing value to our clients.

Business advisory, tax planning, tax compliance, accounting analysis, and business issues that need another approach to resolve.

Communicate! We seek to go beyond compliance and focus on advising our clients through the many challenges in their business and personal finances - that requires frequent communication to take a proactive approach to solving problems.

All fees are fixed based on the value of the service and invoiced in advance of performance. You’ll receive a proposal which clearly outlines the scope of work to performed. This keeps overhead lower since time spent attempting to collect on work performed is dramatically reduced. Average collection for CPA firms is over 45 days. About 30% of CPA firms are paid 60 days or more after services were billed. More firms are moving to collecting up front due to these issues.

We do not provide attestation services. Therefore, we do not audit, review, or compile financial statements for clients. We have a recommended network of firms that do provide those services for clients that need it.

Upload the full notice (all pages) as a quality scan into the client portal. The complete notice provides important information about the causes and steps to address the issue.

A combination of expertise, increasing complexity and demand. It is no secret the US is facing an accountant shortage. Even fewer of those declining graduates have become CPAs. CPA continuing education requirements often rival the hours of physicians and medical practitioners.

For perspective TurboTax charges $1,749 (2025) contingent on complexity to prepare an S-Corporation return that is prepared by a tax expert. If cost per return is important, there are many lower cost providers that will be able to satisfy your needs. Our goal is to maximize value through strategic advice. Additionally, less than 2% of the general populace understands the complexity of the US tax code per the Tax Foundation’s findings.

As with anything, not all CPAs are equal. Different specializations, markets, complexity, education, create variances in pricing. Also, some use the term CPA synonymously with “tax preparer" which is not always the case. It pays to double check the credentials. NASBA keeps a list of all CPA’s licensed through state boards: Search | NASBA