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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 2022 and save $8MM!

We saved our clients over $4 Million dollars thus far so we know our 2022 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

Quantity:

1 - Discovery Calls

General Discovery Call - 1st time only

10 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 $750
- Tax Strategy/Planning $3500
- Tax Preparation $330
- Accounting/Bookkeeping $250

Your discovery call is FREE 1 time only. If you are a no show you won't get it agai

General Discovery Call - Missed Appointment

15 minutes @ $100.00

If you missed a scheduled call you should book this reschedule call

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 $750
- Tax Strategy/Planning $3500
- Tax Preparation $330
- Accounting/Bookkeeping $250

Tax Resolution aka Tax DReAAM™ Method Initial Call

15 minutes

This discovery call is for individuals dealing with Tax Issues that need to be resolved.

Eg: IRS Notices/Back Tax issues/Failure to file Tax Returns etc

This initial call will allow you to explain what is going on.

*This is NOT a strategy call and there will be NO solutions offered.*

2 - Consultations

Pick My Brain session

30 minutes @ $350.00

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.

Financial Clarity Intensive

1 hour @ $650.00

In the Financial Clarity Session I will leave you at ease by giving you 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.

VIP - All Day Strategy Session

6 hours @ $4,250.00

*PLEASE Book this AFTER a Discovery consult*

This session will give you access to me all day in order to go over the most extensive solution to your concern.

We will spend 6 hours creating a detailed plan on the topic of your choice
You will leave the meeting with the correct answers to your questions after this VIP day
You will also get a 30 min follow-up within 2 weeks of our VIP session
All deliverables will be sent within 3 business days

*Out of Town costs not incl. 20+ miles requires cost

3 - Tax DReAAM™ Come True (Tax Resolution)

Tax Resolution aka Tax DReAAM™ Method - Pre-Offer Assessment Consult

30 minutes @ $750.00

This is an initial assessment consultation for your tax resolution engagement. During this meeting, you must present all notices, prior tax returns and any other pertinent information to allow proper research of your case.
Our DReAAM™ Method:
𝐃iscuss: The consultation ⁣
𝐑𝐞search: Where I investigate the situation⁣
𝐀mend: I make sure you are in compliance⁣
𝐀nswer: Resolution; Where I determine the answer to your tax problems
𝐌aintenance: Ensure everything is fixed and stays

Tax Resolution aka Tax DReAAM™ Method - Pre-Offer Assessment Consult (State)

30 minutes @ $575.00

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The Savvy Accountant®

1 Choose Appointment

2 Your Information

3 Confirmation