FREQUENTLY ASKED QUESTIONS

  • All clients begin with a 15-minute discovery call. You may schedule a call utilizing the contact page.

  • 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, Partnerships, S-Corporations, and sole proprietors.

  • 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. Start with the free 15-minute discovery call on the Contact page and we can work together to determine what services best suit your needs.

  • 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.

  • See our pricing page for general information on service pricing.

    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.