Frequently Asked Questions

We provide individual tax preparation, business tax services, bookkeeping, payroll processing, business accounting, and proactive tax planning. Whether you need help with a simple tax return or comprehensive business financial management, we have the expertise to help.

Our team brings decades of combined experience in accounting and tax services. We've built lasting relationships with hundreds of clients by delivering reliable, accurate financial guidance year after year.

Yes! We serve clients both in-person and virtually. You can upload documents securely, schedule video consultations, and handle everything from the comfort of your home or office.

Generally, you'll need: prior year tax return, all income documents (W-2s, 1099s, K-1s), expense records and receipts, investment statements (1099-B, 1099-DIV), mortgage interest statements (1098), property tax records, charitable donation receipts, and any IRS correspondence. We'll send you a detailed checklist when you schedule.

Absolutely, we can assist with prior year filings and addressing IRS correspondence. Let's talk about your tax situation. Schedule time today!

We work with sole proprietorships, LLCs, S-corporations, C-corporations, partnerships, and nonprofits. Our team understands the unique tax and accounting needs of each entity type.

Yes. Our payroll services scale to businesses of any size — from a single employee to large teams. You get the same level of accuracy and compliance support regardless of your headcount.

Yes! We provide QuickBooks setup, training, and ongoing support. We'll configure your chart of accounts, connect your bank feeds, and make sure you're comfortable using the software day to day.

Our team will work with you to clean up your financial records and set you up for success going forward.

Pricing varies based on the complexity of your situation. Individual tax preparation starts at competitive rates, and business services are quoted based on your specific needs. The best way to get an accurate quote is to schedule a free consultation — we'll review your situation and provide transparent pricing with no obligation.

The easiest way is to use our online scheduling page. You can also call our office or send an email. We offer both in-person and virtual appointments, with evening slots available by request.

The initial consultation is a no cost, no obligation conversation where we learn about your tax and financial information along with your goals to understand if we're a good fit for you. At the conclusion of this meeting, we will provide next steps on moving forward with an engagement and estimated pricing. Note, the initial consultation does NOT include any tax advice, tax form reviews, or financials analysis.