Pay what you owe.
Not a dollar more.
A private tax practice built on strategy and planning. We run the math before the year closes, so your return is the result of a plan rather than a surprise.
Smart planning, not receipt collecting.
Buying something just because it is a write-off does not save you money. We do that math for you, before you spend it. Then we plan the year so that filing is the quiet part.
Every deduction is tested against what it actually costs you. If it does not pencil out, we say so.
Q1 through Q3 strategy sessions for estimates and planning are included in your pricing.
A Q4 session settles the last decisions of the year while there is still time to make them.
By the time the return is due, the position is already set. Nothing to reconstruct in April.
Personal service, all year long.
A small roster by design. You work with the same four people all year, your questions are answered by someone who already knows your file, and nothing about your finances is explained twice.
Your questions go to Lori, Ron, Elizabeth or Ben, not to a queue. Same-day answers during filing season.
Bookkeeping and tax strategy sit under one roof, so the numbers we plan from are the numbers we file.
Private practice, private files. What we know about your business stays inside the engagement.
Starting points, not a fixed menu.
Each figure below is a starting point. Pricing is adjusted to the needs of the client and the complexity of the return, and you see your number before any work begins.
Single or joint. Includes the Q1–Q3 strategy sessions for estimates and planning.
Per business filing, with the same Q1–Q3 planning cadence built in.
The end-of-year planning session, held in Q4 while decisions can still change the outcome.
What our clients say.
“Hands-down the best CPA we've worked with. Lori guided us through a cost segregation strategy that brought our effective tax rate down to 8.6%, which blew us away. She's a true strategist, not just a tax preparer.”
“Lori and the entire team at North Crest are fantastic. They've always taken great care of our tax preparation and have been especially helpful with proactive tax planning throughout the year.”
“Lori helped us with our business and personal returns and gave great insights into how to better structure our finances to improve our tax situation. I would recommend her to any small business owner.”
“Lori and team are incredible and have been a vital part to running my multiple businesses. The communication and care is greatly appreciated.”
“Lori is a delightful person to work with, and one with significant experience and knowledge to help navigate income taxes.”
Our team, all dedicated to providing the service you deserve.
Transparency, accountability and consistent communication are our north star. One team to deliver all of that.
Thirty years in practice, and the strategy behind every plan we write.
Keeps the books clean, so the planning starts from numbers you can trust.
Prepares returns and keeps client documents moving through the season.
Runs scheduling, onboarding and the rhythm of the year for every client.
Questions first? Write to us.
A person reads every message and answers within one business day. If you would rather go straight to a time on the calendar, book the twenty-minute consult instead.