Loading...

The Savvy Accountant®

Here at The Savvy Accountant® we are Savvy at Solving Tax Issues!

We are a Boutique CPA Firm that helps our clients craft personalized tax strategies for their business so they can save on their taxes. We have an over-arching goal to help our #SavvyFamily aka clients save $1 BILLION dollars in tax savings so they can build wealth for themselves and their families!

Our mission is to help 1000 taxpayers tackle their tax issues in 2023 and save $10MM!

We saved our clients over $7 Million dollars thus far so we know our 2023 mission is doable!

Some of our services include:

Tax Resolution
Tax Strategy
Tax Preparation
Bookkeeping

Please select the appt below that best suits your needs

1 Choose Appointment

1 - Discovery Calls

General Discovery Call - 1st time only

15 minutes

EVERY new potential client should START here

Your Discovery Call* will allow you to 𝐞𝐱𝐩𝐥𝐚𝐢𝐧 what your concern is and see how we can best work together to solve your concerns.
The next step will be a 1 hour Strategy session for $650 or services

Some Services we offer and starting prices:
- Tax Resolution $850
- Tax Strategy/Planning $4500
- Tax Preparation $400
- Accounting/Bookkeeping $997

*Discovery call is FREE 1 time only. If you are a no show you won't get it again.

2 - Consultations

Financial Clarity Intensive (1X per Client)

1 hour @ $650.00

In the Financial Clarity Session I will leave you at ease by walking you through a detailed, actionable plan to implement.

Whether you struggle with
- creating your Healthy Money Menu® aka your budget,
- creating your Debt Repayment Plan that works,
- setting up your cloud based accounting or
- discussing any financial topic you have.

I will follow up to ensure you are at ease with our plan.

50% of consult fee can be applied to services engaged after the consult.

Financial Clarity Intensive

1 hour @ $1,997.00

This is a subsequent Financial Clarity Session - This is for individuals who want multiple 1 hour sessions but do not want full services.

Whether you struggle with
- creating your Healthy Money Menu® aka your budget,
- creating your Debt Repayment Plan that works,
- setting up your cloud based accounting or
- discussing any financial topic you have.

I will follow up to ensure you are at ease with our plan.

50% of consult fee can be applied to services engaged after the consult.

Pick My Brain session

30 minutes @ $400.00

In the Pick My Brain session, you will be able to get to discuss your concerns on a more personalized matter. This will allow me to come up with a possible solution in the process of our call.

30 mins is not typically enough time to determine all solutions, so the Financial Clarity Intensive might be the best solution.

Loading...

The Savvy Accountant®

1 Choose Appointment

2 Your Information

3 Confirmation