START HERE

Start here.

Tell us a little about your business or tax situation, what is going well, and where you would like help. We will ask a few straightforward questions to help us understand your situation and whether we may be a good fit for each other.

See if we’re a fit

CHOOSE YOUR PATH

What kind of relationship are you looking for?

Business Relationships

Ongoing accounting, business tax, payroll coordination, and experienced advice for business owners.

Personal Tax Relationships

Year-round tax advisory, planning, and careful annual preparation for individuals and families with more complex tax situations.

WHAT TO EXPECT

What to expect

A few simple questions

We will ask about your business, how things are handled today, and what kind of support would be useful.

A preliminary sense of fit

Based on what you share, we can usually give you an idea of the relationship level and investment range that may make sense.

A real conversation before anything is final

If it looks like there may be a good fit, we will talk before deciding on final scope, pricing, or engagement terms.

This is not an automatic proposal.

We do not expect a form to make the final decision. The purpose of the guided intake is to help us understand your needs, prepare for the conversation, and avoid wasting your time if we are clearly not the right fit.

What happens next

1. You complete the guided intake.

2. We review what you shared.

3. If it looks like there may be a fit, we invite you to a conversation.

4. We confirm scope and pricing together.

5. Only then do we move to a formal proposal and engagement.

Ready to get started?

See if we’re a fit

No long questionnaire. No automatic proposal.

Owen LaRue Client Services

Payroll

Relationship-based accounting, tax & advisory.