Saying who we take on stops the wrong calls in March.

Individuals with a straightforward return, or a year with something real in it — a home sale, a new business, a K-1 — are a good fit. If you have one W-2 and nothing else, an intro call is still free, but we'll likely tell you a filing app will do the job for less.

Small business owners who want a CPA involved year-round, not just at tax time, are the other half of this practice — several of our current clients are local contractors and service businesses who wanted somebody who already knew their numbers before a decision had to get made about them, not a stranger reading a shoebox of receipts in March.

We're not the right fit for a business that wants same-day turnaround during the first two weeks of April, or for anyone who needs their books touched daily rather than monthly. We'll say so on the intro call rather than take the work and disappoint you later.