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First time hiring a CPA or looking to make a change?
We are here to answer all your questions.
Here are some of the frequently asked ones.
Click "Contact Us" and send us an email or set up a quick intro call. We will send you a step-by-step guide on how to proceed.
We have a secure client portal to upload electronic documents. Local clients can schedule a pick up/drop off time or send certified mail.
Yes, we can file state returns along with your federal return(s).
Yes, you will work with a Certified Public Accountant (CPA). Final sign-off and all client work is performed by a CPA.
Pricing depends on volume and complexity of tax schedules needed. We can provide a free quote based on a few questions.
Send us your availability via email. We can meet via Zoom, phone call, or in person for local clients (by appointment only). Quick question? Send us a text to our business line and we will respond same day.
Our services are flexible to the needs of our client. Want to never look at accounting again? We can take over. Want to learn bookkeeping for your business? We can train you.
Documents on the client portal are never deleted. A new folder is created for each year.
If a client portal user, the document checklist will be uploaded. Otherwise sent via email.
Most IRS letters are simple to respond to and resolve. If there is an audit request, send us a copy, and we will walk you through the steps.
We look forward to working with you.
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