Frequently Asked Questions
Can you help me develop a tax strategy to reduce my liability?
Yes—we go beyond basic tax prep by helping you identify legal strategies to minimize your tax burden. This may include timing income and expenses, maximizing deductions and credits, choosing the right business entity, and leveraging retirement or health savings accounts. We tailor strategies to your specific goals and industry so you’re not just compliant—you’re proactive.
Do you offer electronic filing (e-file)?
Yes! We’re authorized to e-file federal and state returns using secure IRS-approved platforms. You’ll just need to sign a quick authorization form (IRS Form 8879) before we submit.
Can you help me if I own a small business or work freelance?
Absolutely. We specialize in small business accounting and tax prep for sole proprietors, LLCs, S-Corps, and freelancers. Whether you use QuickBooks, spreadsheets, or a shoebox of receipts—we’ve got you covered.
How do you help me save money?
We help you save money by making sure your tax return is accurate, optimized, and compliant. That means identifying every deduction and credit you’re legally entitled to—whether you’re a W-2 employee, freelancer, or small business owner. We also advise on timing strategies, entity selection, and retirement contributions that can reduce your taxable income and increase your refund potential.
On the accounting side, we keep your books clean and organized so you can make smarter financial decisions. With clear reports and reconciled accounts, you avoid costly mistakes, late fees, and missed opportunities. Our goal is to help you not only save money—but build a stronger, more profitable business.
How do you protect my personal and financial information?
We use encrypted communication channels, secure cloud storage, and industry-standard software to keep your data safe. Your privacy is a top priority, and we never share your information without written consent.
Do you offer monthly bookkeeping packages?
Yes! We offer flexible monthly retainer packages based on your business size and needs. Packages typically include reconciliations, financial reports, and priority support. Custom plans are available, too.
What happens if I get audited?
While we don’t represent clients in audits unless separately contracted, we’ll provide copies of your filed returns and supporting documentation. We can also refer you to a trusted tax attorney or enrolled agent if needed.
Can you help me set up my accounting software?
Definitely. We assist with setup and optimization of platforms like QuickBooks, Xero, and Wave. We’ll help you choose the right tools and configure them to match your business structure.
What are your fees and payment options?
Fees vary based on the complexity of your return or business needs. We offer transparent pricing, flat-rate packages, and monthly retainers. Payments can be made via credit card, ACH, or secure invoicing.
How do I get started with your services?
Make a free Zoom or In in-person appointment or call our office at (855) 314-0829.
Explore Our Services
Tax Planning
An in-depth review of your tax situation is needed to plan and maximize your tax benefits. Including tax calculation, entity optimization, and tax strategies. Whether you have a quick question or need detailed assistance, we’re here to help.
Tax Return Prep
Maximize your tax deductions and potentially save thousands on your returns. Our service includes comprehensive communication and support, ensuring a smooth and informative tax return process.
Our Business Intensive Audit is perfect for small business owners aiming to establish a strong foundation for success. Includes a thorough analysis of your bookkeeping software and overall financial operations, identifying areas for improvement.
Business Intensive Audit
We offer comprehensive bookkeeping solutions tailored to your business needs. Whether you require a one-time setup or cleanup, or ongoing monthly or quarterly maintenance, we ensure your financial records are meticulous and up-to-date.