FAQ

Do you offer a free consultation?

Yes, we offer a free initial consultation to see if our services are a match for your needs.

How are you different than other accountants?

We’re a “people person” as much as we are a “numbers person”. For us, it’s all about the relationships we build while also helping our clients be successful.

What kinds of clients do you work with?

Individuals, Small Business Owners, Medium-sized businesses, Sole Proprietors

How long does it take to get my tax return when I give you my information?

Typically two weeks, but depends on the complexity of your return, the level of organization of the documentation you provide to us, and the timing of when you give us your information. The more organized the paperwork is and the more responsive you are to my requests when I do have questions, the more quickly we can complete the work.

How are your fees calculated?

Flat fees based on estimated transactional volume and level of complexity of the work to be completed.

I have received notices from the IRS regarding prior year taxes and tax returns. Can you help me with this?

Yes, we deal with this often. Let us work with you and the IRS to sort out whatever the issue might be!

Do you outsource any of the work?

All work is performed by owners or our employees.

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