RELATIONSHIPS

Different businesses need different levels of support.

We start by listening, learning how your business works, and understanding where you want help. Then we can decide together what level of involvement makes sense.

See if we’re a fit

Relationship levels

We do not expect you to know which relationship fits before we talk.

Select

Reliable ongoing support A good fit when you want dependable accounting and tax support, along with a team you can reach when questions come up.

Preferred

More involvement throughout the year For businesses that want us more involved throughout the year, with more proactive tax planning, financial guidance and senior-level input.

Premier

Our highest level of involvement For businesses with greater complexity or owners who want a higher level of access, coordination and ongoing involvement.

The relationship can include

Accounting

Tax planning and preparation

Payroll coordination

Financial reporting

Business advice

Help with important decisions

You do not have to choose a level before we talk.

The relationship level is not something we expect you to figure out on your own. We first try to understand what you need, how involved you want us to be, and where we can actually help. From there, we can decide together what makes sense.

Think we might be a fit?

Tell us a little about your business and what you are looking for. We will ask a few straightforward questions and give you an idea of the relationship and investment range that may fit.

See if we’re a fit

No automatic proposal. We talk before deciding on final scope and pricing.

Looking for individual and family tax advisory?

Private Client Tax Advisory is a separate relationship for individuals and families whose tax situations require more than basic preparation.

Explore Private Client Tax Advisory

Owen LaRue Client Services

Payroll

Relationship-based accounting, tax & advisory.