Frequently Asked Questions

Start by booking a free 15 minute consultation with us. We’ll discuss your needs and recommend the best services for you.

Free New Client Consultations: These are designed for individuals or businesses who are connecting with us for the first time. During this session, we’ll explore your goals, discuss our services, and determine whether we’re the right fit to support your needs.

Introductory Consultations: These are tailored for clients who have already signed an agreement with us. In this meeting, we’ll take a deeper dive into your books, review your specific requirements, and begin outlining the next steps in your engagement.

We work with individuals, entrepreneurs, and small business owners of all sizes. Whether you’re just starting out, managing a side hustle, or running an established business, we provide the same level of care and expertise. No client is ever “too small.” If your finances matter to you, they matter to us.

Our services are tailored for LLCs, S-Corporations, and sole proprietors who run service-based businesses.

For our onboarded clients, you’re welcome to reach out whenever you need us. We make it a priority to be available and responsive, with a committed turnaround time of two business days. During tax season, things do get a little busier, but we still work hard to ensure your questions are answered as quickly as possible. Please note this level of support is reserved for our recurring clients, so we can give you the dedicated attention you deserve.

Definitely. We provide dedicated tax services for those that only need help with taxes. If you’re interested in a more involved, all-year strategic partnership, we offer those services as well. We’d be happy to explore your options together during a free consultation.

Yes. We prepare and file personal tax returns for individuals and families, from simple W-2s to more complex situations like self-employment, investments, or rental income.

For self-employed clients, it’s often easier and more beneficial to work together year-round so we can keep your records organized and plan ahead for tax time.

Generally, you’ll need W-2s, 1099s, prior tax returns, business income/expense records, and any other tax documents you receive. We’ll provide a full checklist once you sign up.

No. We are a virtual firm and can serve clients anywhere in the United States.

Yes. We are able to clean-up your books and get your records up to date.

Yes. We provide guidance on whether an LLC, S-Corp, or other structure is best for your business based on your financial and tax goals.

Fees vary depending on the complexity and scope of work. We’ll provide a transparent estimate after your initial consultation. Note, for ongoing services, monthly fees will apply.