What services does your firm provide?
We offer comprehensive tax preparation, tax planning, business advisory, and outsourced accounting services for individuals and businesses.
Do you work with clients in all states?
Yes. We work with clients nationwide and are experienced with multi-state tax filings, residency issues, and cross-state business activity.
What documents do I need to get started?
We provide a customized document request list based on your situation. Common items include prior-year tax returns, income statements, 1099s, W-2s, business financials, and details about any major life or business changes.
How do you price your services?
Pricing depends on the complexity of your tax situation and the level of advisory support needed. We provide upfront estimates before engagement so there are no surprises.
Can you help reduce my tax bill legally?
Absolutely. We specialize in proactive tax planning, entity selection, retirement strategies, real estate optimization, depreciation studies, PTET elections, and more to help keep more money in your pocket.
Do you work with small businesses and startups?
Yes. We support businesses at every stage. From formation to scaling, including S-Corp setup, payroll guidance, bookkeeping, and long-term tax strategies.
How secure is my personal and financial data?
We use an IRS SOC II compliant client portal to ensure your information is always protected.
What is the turnaround time for tax returns?
Turnaround depends on when all documents are received and the complexity of the return. Typically, returns are completed within 5-10 business days, with expedited options available.
Do you offer year-round support or only during tax season?
We are available year-round for tax planning, business strategy, accounting, and general advisory questions.
Can you handle IRS or state notices?
Yes. We assist with IRS and state correspondence, penalty abatement requests, notices, audits, and payment plan negotiations.
Do you offer bookkeeping or CFO-level advisory services?
Yes. We provide monthly bookkeeping (Outsourced Accounting), financial reporting, budgeting, cash-flow analysis, and fractional CFO services for growing businesses.
How do I schedule a consultation?
You can call our office, submit an inquiry through our website, or book a consultation directly through our online calendar. We respond promptly and will walk you through next steps.