Clear expectations from the start.
Administrative support works best when the scope, hours, and arrangements are understood.
Consultation requests
Website inquiries and package selections request a discussion. They do not confirm an appointment, start a subscription, authorize a payment, or establish a service engagement. Availability, scope, pricing, and the written service agreement are confirmed before work begins.
Monthly administrative packages
- Monthly allowance: Each plan includes up to the stated number of service hours per billing month. Approved travel time for errands counts toward the allowance.
- Additional hours: Additional work is billed at $55/hour only with prior client approval.
- Travel: Local travel within the agreed service area uses package hours. Additional mileage or out-of-area travel may incur separate charges; confirm arrangements before work begins.
- Third-party costs: Government filing fees, postage, shipping, printing, supplies, and third-party vendor costs are not included.
- Unused time: Unused hours expire at the end of each billing period and do not roll over.
- Special projects: Extensive business formation, nonprofit applications, payroll processing, and major document projects require a separate quote.
- Scope: Monthly packages provide administrative and clerical support. Tax preparation is offered separately and quoted after intake. No legal, tax, accounting, or other regulated professional advice is included in monthly packages.
Standalone services
Tax preparation is separately quoted after intake. Nonprofit 501(c)(3) EZ administrative preparation starts at $750, excluding government and attorney fees. Form 1023-EZ assistance is offered only where eligibility and permitted scope are established. No government approval, tax-exempt status, tax refund, or tax-debt outcome is guaranteed.
Administrative scope
Administrative and clerical support uses information and decisions you provide. It does not include legal representation, custom legal document drafting, legal or tax advice, entity-structure decisions, exemption-eligibility determinations, or compliance advice. Attorney or tax-professional review may be required. Government fees, postage, and third-party charges are additional unless expressly included.
Tax preparation availability depends on qualifications, return type, tax year, and applicable location requirements. E-filing is available only when supported. Tax representation and audit defense are not included.
Appointments, travel, and agreement details
Office visits at 3610 Buttonwood, Suite 200, Columbia, MO 65201 are by appointment only. Local errands and in-person support are by arrangement. The service radius and availability must be confirmed for your request.
Payment timing, cancellation, and refund arrangements remain subject to owner review and your written service agreement. This website does not state a cancellation deadline or refund entitlement that has not been approved.
Confidential documents
Do not submit confidential records through the public inquiry form or ordinary email. Secure portal intake remains unavailable until the separate provider is configured and tested.
Ready for your next chapter?
Let’s talk about the details, the deadlines, and the support that would make your day easier.