Transparent, predictable pricing

Stop Buying Someone Else’s Time

Need results? Pay us a flat fee and watch us work.

Looking for a relationship? Become a subscriber and get tax & legal strategy brought to you.

Subscription Relationship

In our combined decades of working with small business owners and nonprofit executives, we’ve learned that our clients value proactive guidance, on-call support, and predictable fees. That’s why we’ve nearly done away with the billable hour in our firm.

Instead, we work with businesses, nonprofits, and individual investors on a subscription basis, providing regular touchpoints and additional, no-charge support as needed in-between meetings. Building a strong relationship with you helps us learn more about your business and provide better advice. It gives you a built-in team of advisors who are familiar with your situation so you never have to make a tough call without knowing your options.