No surprises, no hidden fees, no hourly billing anxiety. Choose the engagement that fits where you are — and where you're going.
Four service tiers designed to match the complexity of your finances. Every tier includes proactive communication — no more chasing your accountant.
Most LA accounting firms hide their fees and show up in April. We do the opposite.
Tax strategy happens in Q3, not April. We're your financial partner every month — not a seasonal service you scramble to find each spring.
1031 exchanges, cost segregation, passive loss harvesting — we speak real estate fluently. This is a niche most firms can't touch.
Every tier is published. No hourly billing anxiety, no surprise invoices. You know exactly what you're paying and exactly what you're getting.
Secure client portal, digital document management, and same-day response on Full CFO and Real Estate tiers. Modern firm, modern experience.
| Dragonstone Financial | Large Regional Firm | Seasonal Tax Prep | |
|---|---|---|---|
| Transparent, published pricing | ✓ | ✗ | ✗ |
| Year-round availability | ✓ | ✓ | ✗ |
| Real estate tax specialization | ✓ | Varies | ✗ |
| Dedicated advisor (same person every call) | ✓ | ✗ | ✗ |
| Monthly bookkeeping included | ✓ (CFO tiers) | Add-on cost | ✗ |
| Quarterly strategic planning | ✓ (Full CFO+) | Extra billing | ✗ |
| IRS audit representation included | ✓ (Full CFO+) | Separate engagement | ✗ |
| Flat-rate monthly fee (no hourly billing) | ✓ | ✗ | Sometimes |
30 minutes, no pressure. We'll walk through your situation and recommend exactly which tier makes sense — or tell you if we're not the right fit.
Free consultation · No commitment required · Response within 24 hours