Share a few details about your business, what you need help with, and what prompted you to reach out. We’ll review the information and determine the right next step.
See why business owners choose ManzCPA for proactive guidance,
responsive support, and year-round accounting and tax expertise.
Clear answers about who we work with, how our services differ, and what to expect from a ManzCPA relationship.
Most of our clients are doing $1M+ in revenue and dealing with real complexity — multiple entities, real estate, multi-state activity, or a business that’s outgrown what a basic bookkeeper or seasonal tax preparer can handle. If that’s where you’re at, we’re a strong fit.
We don’t price off a rate card — we price based on the complexity of your situation and the level of involvement you want from us. That’s why our starting points are just that: starting points. A simple accounting relationship looks different from a multi-entity tax strategy engagement, and the pricing reflects that.
Tax preparation is reporting what already happened — filing the return based on decisions you already made. Tax planning is proactive: reviewing your situation before year-end so we can actually change the outcome. Most CPAs only do the first one. We do both, and we treat planning as its own service, not something that happens for free in a March phone call.
We do prepare individual and business returns, but our clients typically want more than a once-a-year transaction — they want a CPA who understands their business well enough to catch things before they become expensive. If you’re looking for a simple, low-touch filing relationship, we may not be the most cost-effective option for you, and that’s okay.
Personal returns are almost always part of a broader relationship — most of our individual clients are business owners whose personal returns we handle alongside their business returns, entity structure, and planning. We do occasionally take on personal-only returns for high-net-worth individuals with complex situations — investments, multiple income sources, real estate — but a standalone W-2 personal return with no business activity generally isn’t a good fit for our pricing model. If that’s what you need, a firm built around individual returns will likely be a better value for you.
Possibly — but we’re built for businesses managing real complexity: multiple entities, real estate, growing teams, or multi-state activity. If your business is a single entity with straightforward books, you may get better value from a smaller local firm. We’d rather tell you that up front than take you on and not be the right fit.
Bookkeeping and accounting are part of what we do for clients as part of a broader relationship, not a standalone service we compete on price for. If you need a dedicated bookkeeping-only provider, there are firms that specialize in exactly that. What we’re built for is combining clean books with the tax and advisory work that makes those numbers actually useful.
No — and we’d rather be upfront about that than have it become a surprise later. Ongoing accounting and tax engagements cover the scope we agree on together. Deeper advisory work — things like acquisition due diligence, entity restructuring, or standalone tax planning — is scoped and quoted separately based on what you need.
Very. We’re not a firm you hear from once a year in March. Multi-entity and real estate decisions — buying a property, adding an entity, taking on debt — need to be reviewed before they happen, not after. That only works if we’re actually talking throughout the year, not just during filing season.
Yes. We work with clients nationally, with particular depth in high-tax states like California and New York, where the stakes on planning are highest. Our team and process are built to support clients remotely.
We handle it — but it may be scoped separately if it’s outside what we agreed to originally. We’d rather have that conversation directly with you than surprise you with it after the fact.
Share what you’re planning, what’s changing, or what’s already in motion. We’ll use that context to understand the right next step.
A few details help us understand what you need before the first conversation.
