Some work is ordered.
Some is commissioned.

N° I  —  Elevate

Your season has a ceiling. It need not be your headcount.

Every firm meets the same wall in the same weeks. The work is there, the fee is there, and the only thing missing is a pair of hands you would trust with a return that carries your signature.

Elevate is that pair of hands. Returns come back prepared, reviewed and variance-checked — ready for the one step that was always going to be yours.

Return types

All types. Individual 1040s and entity returns — 1065, 1120, 1120-S and 1041.

Turnaround

Confirmed at intake. A date we can hold for your particular return, rather than a number on a web page that breaks on the first complex engagement.

Pricing

On request. Scoped to the work, quoted before anything begins.

Availability

Limited engagements for the 2026 season. We would rather turn work away than miss a date.

Before we begin

Scope, process and turnaround are agreed with you at intake, before any client information moves. Every engagement is arranged around how your firm already works, not around a fixed pipeline.

The register

Standard scope. Standard price.

Services with a clear boundary and a clear cost. The register grows each season as the house does.

Details are indicative. Pricing opens here as each service goes live.

N° II  —  Reserve

For the work that does not yet exist.

There is a tier of practice where the client is not buying convenience. A family office. A firm serving households whose affairs are their own institution. Engagements carrying requirements no standard product was ever shaped for. Those clients are buying protection, and they know precisely what they are asking of you.

That work has always been possible. The large firms do build it — at six figures, on their own calendar. Reserve is the same promise without the implementation project.

A service is Reserve because it is bespoke, not because it is expensive. We scope it around your firm, in your environment, on terms written for the engagement rather than for a pricing page.

You will find no Reserve price list here, no service menu, no service levels. The first commission will set the template, and we would rather write it with you than guess at it in advance. Weigh that against a competitor who has already printed theirs.