Frequently Asked Questions
What services do you offer?
We provide bookkeeping and financial reporting, personal and business tax preparation, tax planning, business formation support, and payroll assistance. Our services are designed to work together so your accounting and tax needs stay aligned year-round.
Do you work with individuals or only businesses?
We work with both. We prepare individual tax returns and also support small business owners, self-employed professionals, and startups with ongoing accounting and tax services.
Do you offer year-round support, or only during tax season?
We provide year-round support. While tax preparation is seasonal, our bookkeeping, tax planning, and advisory services continue throughout the year to help prevent surprises and keep everything on track.
Do you process payroll in-house?
No. We do not process payroll directly, but we help clients select and set up reliable third-party payroll providers based on their needs and budget. We also coordinate payroll with bookkeeping and tax reporting to ensure accuracy and compliance.
Can you help me start a new business?
Yes. We assist with business formation by helping you choose the appropriate entity structure, complete registrations, and set up tax and accounting systems correctly from the beginning.
What accounting software do you use?
We primarily work with QuickBooks and similar accounting platforms. If you’re already using accounting software, we can review your setup and recommend improvements if needed.
How do I know which services I need?
We start with an initial consultation to understand your situation, goals, and current setup. From there, we recommend services that fit your needs—without pushing unnecessary add-ons.
Do you offer tax planning, or just tax preparation?
We offer both. Tax preparation focuses on filing accurate returns, while tax planning helps you make informed decisions throughout the year to manage your tax liability more effectively.
How often will I receive financial reports?
Financial reports are typically provided monthly or quarterly, depending on your bookkeeping service level and business needs. We can also prepare reports for lenders, investors, or internal review when requested.
What documents do I need to get started?
The documents required depend on the services you need. After your consultation, we’ll provide a clear checklist so you know exactly what to gather—no guesswork.
How do we communicate?
We prioritize clear and timely communication. Most client communication is handled via email and secure portals, with meetings scheduled as needed to review financials or plan ahead.
How do I get started?
You can get started by scheduling a consultation through our website. We’ll discuss your needs, answer questions, and outline next steps before any work begins.