Frequently Asked Questions

 We provide tax preparation, bookkeeping, QuickBooks Online setup and cleanup, for individuals, families, and small businessess.

Because every client’s situation is different, pricing is customized. We provide clear pricing after reviewing your intake so there are no surprises.

You can schedule an appointment by clicking the “Request Consultation” button or filling out the contact form on our website.

Start by requesting a consultation. We’ll review your needs, send a secure intake form, and provide a customized proposal before any work begins.

We provide tax services for a variety of businesses including sole proprietorships, partnerships, LLCs, S-corporations, and C-corporations.

Yes. All services are provided virtually using secure systems, making it easy to work together from anywhere.

 Set up establishes a clean bookkeeping system for new businesses. Cleanup fixes past errors, reconciles accounts, and organizes your books if they’re behind or inaccurate.

Absolutely. We regularly help clients catch up on overdue bookkeeping and correct prior-period issues.

We use secure portals and follow strict confidentiality practices to protect your personal and financial information.

All clients receive regular check-ins and can expect clear, professional communication throughout the process.