New Tax Advisory Services
New Tax Advisory Services

The Team at MYRICK CPA introduces new customized Tax Advisory Services for 2025 and beyond, starting with preparing 2024 tax returns and offering a choice of four service levels.
Level 1: Preparation
Basic tax preparation ensures that you and/or your business comply with all tax obligations when Myrick CPA prepares and files your taxes. Fees start at $1100.00.
Level 2: Projection
Based on your previous year’s taxes and all other information you provide [including life changes such as marriage, divorce, inheritance, etc.], Myrick CPA will make tax projections to estimate your future tax liability and projected payments or refunds for longer-term peace of mind in knowing what to expect the following year. Additional fees start at $250.00.
Level 3: Planning
Myrick CPA will identify customized savings strategies over the long term based on your individual situation or business entity and several other factors, which will ensure you will never overpay. You will receive a detailed proposal, including the estimated savings you can expect when implementing the recommended strategies. Fees to be quoted.
Level 4: Implementation
This inclusive service includes everything outlined in Level 3, plus ongoing assistance with long-term planning and implementation of the recommended strategies to guarantee that you and/or your business will receive the maximum tax savings based on your unique situation. Fees to be quoted.
Please indicate which of the Service Plans you are interested in. Check all that apply:
“Personal attention to clients' specific needs and issues; anticipates and helps respond to potential changes in clients' tax status; flexible in working relationships; extraordinary turnaround time.”
— CB
Myrick CPA is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Washington DC’s business community since the firm’s founding in 1987 and pride ourselves on the level of esteem we have earned.
Accessibility Statement
Accessibility Statement
Updated: January 2023.
Myrick CPA strives to ensure that its services are accessible to people with disabilities. Myrick CPA has invested a significant amount of resources to help ensure that its website is made easier to use and more accessible for people with disabilities, with the strong belief that website accessibility efforts assist all users and that every person has the right to live with dignity, equality, comfort and independence.
myrickcpa.com makes UserWay’s Web Accessibility Widget available which is powered by a dedicated accessibility server. The software allows myrickcpa.com to improve its compliance with the Web Content Accessibility Guidelines (WCAG 2.1).
The myrickcpa.com accessibility menu can be enabled by clicking the accessibility menu icon that appears on the corner of the page. After triggering the accessibility menu, please wait a moment for the accessibility menu to load in its entirety.
Myrick CPA continues its efforts to constantly improve the accessibility of its site and services in the belief that it is our collective moral obligation to allow seamless, accessible and unhindered use also for those of us with disabilities.
In an ongoing effort to continually improve and remediate accessibility issues, we also regularly scan myrickcpa.com with UserWay’s Accessibility Scanner to identify and fix every possible accessibility barrier on our site. Despite our efforts to make all pages and content on myrickcpa.com fully accessible, some content may not have yet been fully adapted to the strictest accessibility standards. This may be a result of not having found or identified the most appropriate technological solution.
If you are experiencing difficulty with any content on myrickcpa.com or require assistance with any part of our site, please contact us during normal business hours as detailed below and we will be happy to assist.
If you wish to report an accessibility issue, have any questions or need assistance, please contact Myrick CPA Customer Support as follows:
Email: info@myrickcpa.com
“Myrick CPA has worked with our firm, and me personally, for almost five years. Charles and his team are thoughtful, thorough and detail-oriented accounting professionals whose work is accurate and timely. Charles has taught me a lot about the tax code which has benefitted both our business and me personally. I am so glad to have found him.”
— AB
Myrick CPA is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Washington DC’s business community since the firm’s founding in 1987 and pride ourselves on the level of esteem we have earned.
Privacy Policy
Privacy Policy
Privacy Policy
Last updated: February 01, 2022
This Privacy Policy describes Our policies and procedures on the collection, use and disclosure of Your information when You use the Service and tells You about Your privacy rights and how the law protects You.
We use Your Personal data to provide and improve the Service. By using the Service, You agree to the collection and use of information in accordance with this Privacy Policy. This Privacy Policy has been created with the help of the Privacy Policy Template.
Interpretation and Definitions
Interpretation
The words of which the initial letter is capitalized have meanings defined under the following conditions. The following definitions shall have the same meaning regardless of whether they appear in singular or in plural.
Definitions
For the purposes of this Privacy Policy:
- Account means a unique account created for You to access our Service or parts of our Service.
- Company (referred to as either “the Company”, “We”, “Us” or “Our” in this Agreement) refers to Myrick CPA, 805 15th Street NW, Suite 805 Washington, DC 20005.
- Cookies are small files that are placed on Your computer, mobile device or any other device by a website, containing the details of Your browsing history on that website among its many uses.
- Country refers to: District Of Columbia, United States
- Device means any device that can access the Service such as a computer, a cellphone or a digital tablet.
- Personal Data is any information that relates to an identified or identifiable individual.
- Service refers to the Website.
- Service Provider means any natural or legal person who processes the data on behalf of the Company. It refers to third-party companies or individuals employed by the Company to facilitate the Service, to provide the Service on behalf of the Company, to perform services related to the Service or to assist the Company in analyzing how the Service is used.
- Usage Data refers to data collected automatically, either generated by the use of the Service or from the Service infrastructure itself (for example, the duration of a page visit).
- Website refers to Myrick CPA, accessible from https://www.myrickcpa.com
- You means the individual accessing or using the Service, or the company, or other legal entity on behalf of which such individual is accessing or using the Service, as applicable.
Collecting and Using Your Personal Data
Types of Data Collected
Personal Data
While using Our Service, We may ask You to provide Us with certain personally identifiable information that can be used to contact or identify You. Personally identifiable information may include, but is not limited to:
- Email address
- Usage Data
Usage Data
Usage Data is collected automatically when using the Service.
Usage Data may include information such as Your Device’s Internet Protocol address (e.g. IP address), browser type, browser version, the pages of our Service that You visit, the time and date of Your visit, the time spent on those pages, unique device identifiers and other diagnostic data.
When You access the Service by or through a mobile device, We may collect certain information automatically, including, but not limited to, the type of mobile device You use, Your mobile device unique ID, the IP address of Your mobile device, Your mobile operating system, the type of mobile Internet browser You use, unique device identifiers and other diagnostic data.
We may also collect information that Your browser sends whenever You visit our Service or when You access the Service by or through a mobile device.
Tracking Technologies and Cookies
We use Cookies and similar tracking technologies to track the activity on Our Service and store certain information. Tracking technologies used are beacons, tags, and scripts to collect and track information and to improve and analyze Our Service. The technologies We use may include:
- Cookies or Browser Cookies. A cookie is a small file placed on Your Device. You can instruct Your browser to refuse all Cookies or to indicate when a Cookie is being sent. However, if You do not accept Cookies, You may not be able to use some parts of our Service. Unless you have adjusted Your browser setting so that it will refuse Cookies, our Service may use Cookies.
- Flash Cookies. Certain features of our Service may use local stored objects (or Flash Cookies) to collect and store information about Your preferences or Your activity on our Service. Flash Cookies are not managed by the same browser settings as those used for Browser Cookies. For more information on how You can delete Flash Cookies, please read “Where can I change the settings for disabling, or deleting local shared objects?” available at https://helpx.adobe.com/flash-player/kb/disable-local-shared-objects-flash.html#main_Where_can_I_change_the_settings_for_disabling__or_deleting_local_shared_objects_
- Web Beacons. Certain sections of our Service and our emails may contain small electronic files known as web beacons (also referred to as clear gifs, pixel tags, and single-pixel gifs) that permit the Company, for example, to count users who have visited those pages or opened an email and for other related website statistics (for example, recording the popularity of a certain section and verifying system and server integrity).
Cookies can be “Persistent” or “Session” Cookies. Persistent Cookies remain on Your personal computer or mobile device when You go offline, while Session Cookies are deleted as soon as You close Your web browser. Learn more about cookies: Use of Cookies by Free Privacy Policy.
We use both Session and Persistent Cookies for the purposes set out below:
- Necessary / Essential CookiesType: Session CookiesAdministered by: UsPurpose: These Cookies are essential to provide You with services available through the Website and to enable You to use some of its features. They help to authenticate users and prevent fraudulent use of user accounts. Without these Cookies, the services that You have asked for cannot be provided, and We only use these Cookies to provide You with those services.
- Cookies Policy / Notice Acceptance CookiesType: Persistent CookiesAdministered by: UsPurpose: These Cookies identify if users have accepted the use of cookies on the Website.
- Functionality CookiesType: Persistent CookiesAdministered by: UsPurpose: These Cookies allow us to remember choices You make when You use the Website, such as remembering your login details or language preference. The purpose of these Cookies is to provide You with a more personal experience and to avoid You having to re-enter your preferences every time You use the Website.
For more information about the cookies we use and your choices regarding cookies, please visit our Cookies Policy or the Cookies section of our Privacy Policy.
Use of Your Personal Data
The Company may use Personal Data for the following purposes:
- To provide and maintain our Service, including to monitor the usage of our Service.
- To manage Your Account: to manage Your registration as a user of the Service. The Personal Data You provide can give You access to different functionalities of the Service that are available to You as a registered user.
- For the performance of a contract: the development, compliance and undertaking of the purchase contract for the products, items or services You have purchased or of any other contract with Us through the Service.
- To contact You: To contact You by email, telephone calls, SMS, or other equivalent forms of electronic communication, such as a mobile application’s push notifications regarding updates or informative communications related to the functionalities, products or contracted services, including the security updates, when necessary or reasonable for their implementation.
- To provide You with news, special offers and general information about other goods, services and events which we offer that are similar to those that you have already purchased or enquired about unless You have opted not to receive such information.
- To manage Your requests: To attend and manage Your requests to Us.
- For business transfers: We may use Your information to evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of Our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which Personal Data held by Us about our Service users is among the assets transferred.
- For other purposes: We may use Your information for other purposes, such as data analysis, identifying usage trends, determining the effectiveness of our promotional campaigns and to evaluate and improve our Service, products, services, marketing and your experience.
We may share Your personal information in the following situations:
- With Service Providers: We may share Your personal information with Service Providers to monitor and analyze the use of our Service, to contact You.
- For business transfers: We may share or transfer Your personal information in connection with, or during negotiations of, any merger, sale of Company assets, financing, or acquisition of all or a portion of Our business to another company.
- With Affiliates: We may share Your information with Our affiliates, in which case we will require those affiliates to honor this Privacy Policy. Affiliates include Our parent company and any other subsidiaries, joint venture partners or other companies that We control or that are under common control with Us.
- With business partners: We may share Your information with Our business partners to offer You certain products, services or promotions.
- With other users: when You share personal information or otherwise interact in the public areas with other users, such information may be viewed by all users and may be publicly distributed outside.
- With Your consent: We may disclose Your personal information for any other purpose with Your consent.
Retention of Your Personal Data
The Company will retain Your Personal Data only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use Your Personal Data to the extent necessary to comply with our legal obligations (for example, if we are required to retain your data to comply with applicable laws), resolve disputes, and enforce our legal agreements and policies.
The Company will also retain Usage Data for internal analysis purposes. Usage Data is generally retained for a shorter period of time, except when this data is used to strengthen the security or to improve the functionality of Our Service, or We are legally obligated to retain this data for longer time periods.
Transfer of Your Personal Data
Your information, including Personal Data, is processed at the Company’s operating offices and in any other places where the parties involved in the processing are located. It means that this information may be transferred to — and maintained on — computers located outside of Your state, province, country or other governmental jurisdiction where the data protection laws may differ than those from Your jurisdiction.
Your consent to this Privacy Policy followed by Your submission of such information represents Your agreement to that transfer.
The Company will take all steps reasonably necessary to ensure that Your data is treated securely and in accordance with this Privacy Policy and no transfer of Your Personal Data will take place to an organization or a country unless there are adequate controls in place including the security of Your data and other personal information.
Disclosure of Your Personal Data
Business Transactions
If the Company is involved in a merger, acquisition or asset sale, Your Personal Data may be transferred. We will provide notice before Your Personal Data is transferred and becomes subject to a different Privacy Policy.
Law enforcement
Under certain circumstances, the Company may be required to disclose Your Personal Data if required to do so by law or in response to valid requests by public authorities (e.g. a court or a government agency).
Other legal requirements
The Company may disclose Your Personal Data in the good faith belief that such action is necessary to:
- Comply with a legal obligation
- Protect and defend the rights or property of the Company
- Prevent or investigate possible wrongdoing in connection with the Service
- Protect the personal safety of Users of the Service or the public
- Protect against legal liability
Security of Your Personal Data
The security of Your Personal Data is important to Us, but remember that no method of transmission over the Internet, or method of electronic storage is 100% secure. While We strive to use commercially acceptable means to protect Your Personal Data, We cannot guarantee its absolute security.
Children’s Privacy
Our Service does not address anyone under the age of 13. We do not knowingly collect personally identifiable information from anyone under the age of 13. If You are a parent or guardian and You are aware that Your child has provided Us with Personal Data, please contact Us. If We become aware that We have collected Personal Data from anyone under the age of 13 without verification of parental consent, We take steps to remove that information from Our servers.
If We need to rely on consent as a legal basis for processing Your information and Your country requires consent from a parent, We may require Your parent’s consent before We collect and use that information.
Links to Other Websites
Our Service may contain links to other websites that are not operated by Us. If You click on a third party link, You will be directed to that third party’s site. We strongly advise You to review the Privacy Policy of every site You visit.
We have no control over and assume no responsibility for the content, privacy policies or practices of any third party sites or services.
Changes to this Privacy Policy
We may update Our Privacy Policy from time to time. We will notify You of any changes by posting the new Privacy Policy on this page.
We will let You know via email and/or a prominent notice on Our Service, prior to the change becoming effective and update the “Last updated” date at the top of this Privacy Policy.
You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.
Contact Us
If you have any questions about this Privacy Policy, You can contact us:
- By email: info@myrickcpa.com
“Myrick CPA has worked with our firm, and me personally, for almost five years. Charles and his team are thoughtful, thorough and detail-oriented accounting professionals whose work is accurate and timely. Charles has taught me a lot about the tax code which has benefitted both our business and me personally. I am so glad to have found him.”
— AB
Myrick CPA is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Washington DC’s business community since the firm’s founding in 1987 and pride ourselves on the level of esteem we have earned.
Accounting and Auditing
Accounting and Auditing

Outsourcing the accounting for your small business to Myrick CPA allows you more time to focus on core business operations and decisions. The Myrick team works with you or a designated team member to set up and manage your organization’s financials, incorporating professional advice and best-in-class client support. Myrick CPA offers top-notch accounting software to manage cash flow, keep your records accurately, optimally manage accounts receivable, revenues, and debt, and produce reliable financial statements to ensure timely tax filing. Additional services are available, such as processing invoices and statements, accounts payable, cash receipts and disbursements, payroll management, preparation of bank reconciliations and recurring reports, as well as revenue-related tasks, which include invoicing customers, monitoring expenditures, filings, and reporting. Myrick CPA will help manage and improve cash flow by providing real-time information for sound decision-making.
Learn more about Myrick CPA’s Accounting Services for Small Business, including our specialized software package.
Auditing Services
- Auditing is crucial to ensure that companies and organizations represent their financial position fairly, accurately, and following GAAP standards. Myrick CPA provides businesses and organizations with an independent examination of accounting, financial records, and statements to determine whether everything conforms to the GAAP (Generally Accepted Accounting Principles) and, most importantly, to the law. Myrick CPA offers three levels of auditing services depending on a company’s needs.
- Audits offer third parties the highest level of assurance. An audit includes the in-depth examination and confirmation of account balances, inventories, and selected transactions. Audits identify and subsequently correct errors while ascertaining the validity and reliability of information.
- Reviews provide limited assurance to outside interests. A review involves inquiries and analytical procedures that confirm financial statement matters and identify items that require further analysis. Reviews are performed to ensure the integrity of the company’s data.
- Compilations are typically requested for internal purposes and are based on the information provided by the company’s management. A compilation does not offer assurance; however, it may involve necessary adjustments to accounting records.

“Have been a client for over 25 years. Brilliant CPA and an excellent, empathic counselor, and good man.”
— GW
Myrick CPA is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Washington DC’s business community since the firm’s founding in 1987 and pride ourselves on the level of esteem we have earned.
Contact Us
Contact Us
Find your place on our initial consultation calendar
Address:
805 15th Street NW, Suite 805
Washington, DC 20005
Telephone: (202) 789 – 8898
Fax: (202) 513 – 8255
Email: info@myrickcpa.com
“I have been using him for years. Great advice, very professional and knowledgeable.”
— DG
Myrick CPA is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Washington DC’s business community since the firm’s founding in 1987 and pride ourselves on the level of esteem we have earned.
Additional Services
Additional Services

The team at Myrick CPA has a clear mission: to serve clients with a strong sense of conviction and help them reach their financial goals. Whether you’re an individual seeking financial, retirement, or estate-planning advice or an entrepreneur creating a new business or restructuring an existing one, Myrick’s Advisory Services provides the tools needed to make sound decisions every step of the way.
Myrick CPA works with small businesses to take them from conception through start-up to the next level. The choice of business entity is a decision that enormously impacts the business’s taxes and other liabilities. Through the growth and development of the business, Myrick offers advice on which type of entity to choose and later restructuring if that will be advantageous. For mature businesses, Myrick assists in maintaining a smooth succession of ownership.
As your business grows, Myrick provides traditional CFO Services such as producing cash flow analysis. Myrick’s projection expertise provides a full picture of the cash position, including the amount of cash needed to keep on hand to meet obligations to avoid the financial struggles of keeping a business afloat.
By examining cash levels regularly during a specified period, Myrick helps expose gaps in payables and receivables and identifies weaknesses in credit use and/or materials and inventory costs. Myrick CPA’s Accounting Services will ensure the inputs for the cash flow analysis are always accurate and organized.
Myrick CPA helps clients reach their financial goals and maintain financial independence through a comfortable retirement. The Myrick team guides them through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, tax, estate, and business succession planning. Whether developing an investment strategy or evaluating current investments, Myrick CPA will help manage your portfolio with full consideration for tax implications, ensuring an advantageous after-tax return.
Charles Myrick, CPA, has over three decades of experience representing taxpayers with the IRS. He is highly knowledgeable and experienced in what is known as tax resolution — Myrick CPA is an authorized representative empowered to negotiate directly with the IRS on a client’s behalf, lifting a considerable burden off their shoulders.
The specialized situations that are commonly encountered in the capacity of representing taxpayers directly in negotiations with tax authorities include:
- Negotiating Offers-in-Compromise
- Negotiating Installment Agreements
- Negotiating Penalty Abatement
- Trust Fund Recovery Penalties
- Employment Tax Cases
- Taxpayer Advocate Assistance
- Petitions for Currently Non-Collectible
- Tax Abatement in Bankruptcy
- Collection Due Process Hearings
- Collection Appeal Request Hearings
- Audit Appeals
- Innocent Spouse Relief
- Penalty Abatements
- 4180 Payroll Tax Interviews
- Lien Withdrawals
- Levy Releases
Myrick CPA can help negotiate a payment plan, explore debt reductions or forgiveness through an Offer-in-Compromise, or assist during an audit. The team stands ready to advise and provide sound guidance through any IRS proceeding.
“Charles and team have worked on our tax returns for several years. They do a great job, are helpful, reliable and wonderful to work with!”
— JU
Myrick CPA is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Washington DC’s business community since the firm’s founding in 1987 and pride ourselves on the level of esteem we have earned.
CFO Services
CFO Services

As your company or non-profit grows, the accounting and finance functions are intended to produce timely and accurate financial information for the entity. A Chief Financial Officer (CFO) typically oversees these functions, but the true value comes with a team that can provide forward-looking financial analysis to help make sound decisions for the future.
Myrick CPA provides CFO Services to provide a comprehensive financial picture with which to track each aspect of your operation. Myrick helps to develop and put into place a system to produce customized Key Performance Indicators appropriate for your industry or stage of growth, which will properly account for the nuances of new offerings or projects that span months or quarters.


The Basics
Accurate record-keeping is essential to achieving sound financial analysis. Myrick CPA puts the necessary processes and procedures for accurate record-keeping in place and helps with the day-to-day tasks of bookkeeping so you can focus on your core business.
Myrick works with you or a designated team member to set up and manage your organization’s financials, incorporating professional advice and best-in-class client support. Myrick CPA offers top-notch accounting software to keep your records accurately, optimally manage accounts receivable, revenues, and debt, and produce reliable financial statements to ensure timely tax filing. Additional services are available, such as processing invoices and statements, accounts payable, cash receipts and disbursements, payroll management, preparation of bank reconciliations and recurring reports, as well as revenue-related tasks, which include invoicing customers, monitoring expenditures, filings, and reporting. Myrick CPA will help to manage and improve cash flow by providing real-time information needed for monitoring and sound decision-making.
“We have used Charles Myrick CPA for personal taxes matters for over 15 years. The staff are [also] knowledgeable about nonprofits — very professional and always responsive to our needs both personal and business. I highly recommend Charles Myrick CPAs for your accounting and tax needs.”
— JJ
Myrick CPA is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Washington DC’s business community since the firm’s founding in 1987 and pride ourselves on the level of esteem we have earned.
Our Services
Our Services

Myrick CPA provides a comprehensive range of tax services to individuals, non-profit organizations, and businesses in various industries. When planning for the future, the team at Myrick customizes tax strategies to meet each client’s specific needs to help them achieve their goals in an ever-changing financial and regulatory environment. Services include tax preparation, projection, planning, and implementation. Myrick’s Tax Service Guarantee ensures peace of mind, as we manage all correspondence with the IRS and can provide representation on the taxpayer’s behalf should an audit occur. Additional advisory services include financial, retirement, and estate planning for individuals and CFO accounting services, as well as entity selection and restructuring for businesses.
“Personal attention to clients' specific needs and issues; anticipates and helps respond to potential changes in clients' tax status; flexible in working relationships; extraordinary turnaround time.”
— CB
Myrick CPA is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Washington DC’s business community since the firm’s founding in 1987 and pride ourselves on the level of esteem we have earned.
Tax Services
Tax Services

Myrick CPA provides tax services to individuals, non-profit organizations, and businesses in various industries. When planning for the future, the team at Myrick customizes tax strategies to meet each client’s specific needs to help them achieve their goals in an ever-changing financial and regulatory environment. Services include tax preparation, projection, planning, and implementation. Myrick’s Tax Service Guarantee ensures peace of mind, as all correspondence with the IRS is managed directly. Myrick CPA provides direct representation on the taxpayer’s behalf should an audit occur.
Myrick CPA values its long-term relationships with clients, who consider them their trusted advisors. By listening to their client’s concerns, the team gets to know them, gaining insight into their financial position and goals while developing thoughtful recommendations to maximize their financial position. The Myrick team advises on tax savings strategies to help make room for savings and investing, with guidance based on comprehensive knowledge of federal and state tax laws and regulations. Myrick CPA simplifies the tax preparation, projection, planning, and implementation processes, creating a secure financial future for every client.

New Tax Advisory Services
The Team at MYRICK CPA introduces new customized Tax Advisory Services for 2025 and beyond, starting with preparing 2024 tax returns and offering a choice of four service levels.
Level 1: Preparation
Basic tax preparation ensures that you and/or your business comply with all tax obligations when Myrick CPA prepares and files your taxes. Fees start at $1100.00.
Level 2: Projection
Based on your previous year’s taxes and all other information you provide [including life changes such as marriage, divorce, inheritance, etc.], Myrick CPA will make tax projections to estimate your future tax liability and projected payments or refunds for longer-term peace of mind in knowing what to expect the following year. Additional fees start at $250.00.
Level 3: Planning
Myrick CPA will identify customized savings strategies over the long term based on your individual situation or business entity and several other factors, which will ensure you will never overpay. You will receive a detailed proposal, including the estimated savings you can expect when implementing the recommended strategies. Fees to be quoted.
Level 4: Implementation
This inclusive service includes everything outlined in Level 3, plus ongoing assistance with long-term planning and implementation of the recommended strategies to guarantee that you and/or your business will receive the maximum tax savings based on your unique situation. Fees to be quoted.
Please indicate which of the Service Plans you are interested in. Check all that apply:
“Have been a client for over 25 years. Brilliant CPA and an excellent, empathic counselor, and good man.”
— GW