Frequently Asked Questions

I want to start a business. Where do I start?

A small business is an amazing journey – congratulations! We suggest setting up bookkeeping and business structure, and estimating your tax liability. Call us to schedule an appointment. We’ll be there to guide you through!

I received a letter from the IRS. What do I do?

Don’t panic! These letters are common, but important. Give us a call and we’ll make sure you’re taken care of.

Are you accepting new clients?

Yes! We are a growing company just like you. We’d love to have you on board! Contact us for a consultation.

What do I need to bring for a tax appointment?

We suggest bringing all the tax documents you receive at the beginning of each year. These vary depending on the type of job you have or your business. Not sure which documents you received? Check out our resource center (located in the menu at the top of this page) and download a free tax organizer to help prepare for your visit!

How much do you charge?

Here’s everyone’s favorite answer: it depends! We want to make sure you have all the resources and tools you need for you or your business to be successful and financially healthy. Make an appointment with us and we will give an estimate to you once we meet!

We’re here for you for all things finance! Let’s get started.