01 · Origin
The firm began with one client and a desk on Morrison Street.
Daniel Mitchell left a top-twenty national firm in 2004 because the audit-and-bill model did not fit the work he wanted to do. The first year was three clients, all referred. By 2007 it was thirty. The firm has grown deliberately ever since, never faster than we can hire senior people for.
02 · Partners
Two partners. Six senior accountants. No revolving door.
Every engagement at our firm is led by a CPA with at least eight years of experience. We do not push work down to a pool of first-years and review it at the end. The same person who builds your tax plan in October is the one signing the return in March.
03 · How we work
Fixed-fee engagements. Quarterly check-ins. Plain English.
Hourly billing punishes the client for asking questions. We quote a fixed annual fee for every engagement, broken down by service line, so you know what a year of working with us costs before you sign. We meet quarterly with active clients whether there is news or not. If there is no news, the meeting is short.