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FAQs

Following  are answers to a few frequently asked  questions. If you don’t see the answer you’re looking for, feel welcome to call or email us today,  and we'll get back with you, at most, within a business day. 

New or Prospective Clients 

• Do you accept walk-ins?
• I am a new client. What should I bring to my initial appointment?
• Do you need original documents?
• Will you send a copy of my tax return to my advisor/lawyer/loan officer?
• I had a different accountant last year. What should I expect from your firm?

Strategic Tax Services

• How much is the tax preparation fee?
• Do you offer tax planning?
• What is tax planning vs. tax preparation?
• Do you offer tax services for individuals and couples?
• Do you offer tax services for businesses?
• Do you offer tax services for nonprofits?
• Do you offer tax services for estates?

Accounting & Bookkeeping Services

• Do you integrate with QuickBooks®?
• What kind of accounting and bookkeeping services do you offer?
• I have never hired a bookkeeper before. What should I expect?

Audit Support

• Do you represent clients in audits?
We do not represent while going through an IRS audit; however, we are happy to refer you to a firm that can help you.

• What is Audit Protection?

Legal Tax Matters

• Do you handle legal tax matters?
We do not have a tax attorney, but our CPAs can assist you with your tax questions. We can help refer you to attorneys that specialize in your needs.


Billing & Payments

• How should I pay?

Existing Clients

• How do I exchange paperwork with your team?

Have a question we didnt answer here? Feel welcome to drop it here or give us a call. Well get back with you within one business day.