Terms
Effective October 2026
One monthly price, in writing before you owe anything, and you can leave whenever you want. Here are the plain terms behind the price.
One monthly price
Your number is in writing before you owe anything. It covers what we list when you sign, including each tax return. It changes only in writing, with 30 days notice, and you can cancel before a change starts.
First month on your start date
You pay the first month on your start date, then monthly.
Cancel anytime and take your books
No contract and no exit fee. Tell us you are leaving and within days you get your complete books, every document and a handoff call with your next accountant. Cancel before the kickoff call and your first month is refunded in full.
The 30-Day Switch
We do the switch. Your 30 days start the day you give us access to your books, bank and card accounts. If we have not taken over your books within 30 days of that day, your first month is refunded.
The Game Plan is free
The Game Plan call costs nothing. You owe nothing unless you sign.
About this website
Client quotes and results on this site are real and shared with their permission. Other examples are illustrations. Nothing on this site is tax or legal advice for your situation. That comes in writing once you are a client.
Your engagement letter
When you sign, your engagement letter sets out the full terms. If it differs from this page, the engagement letter controls.
Contact
Pacific Standard Advisory10850 Wilshire Blvd Ste 720
Los Angeles, CA 90024
(310) 981-3250
info@pacificstandardadvisory.com
