Discounts
New Clients

Bookkeeping
  • Half price for the first month
  • Ability to opt-out of the engagement without any penalty

Audits
  • Free planning meeting
  • Ability to opt-out of the engagement without any penalty

Form 990s
  • Free organizer
  • Free orientation to our tax organizer and the preparation process
  • Ability to opt-out of the engagement without any penalty

Existing and New Clients

Off-Season
  • Ask us about discounted rates for services performed July - December

Referrals
  • We'll send you a check for 20% of the first year's revenue resulting from a referral (advanced agreement required)
Located in Dallas, Texas, we also serve Plano, Richardson, Frisco, Allen, McKinney, Garland, Irving, Arlington, Addison, Carrollton, Lewisville, Fort Worth, and Denton.

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