FAQs
We're here to help with all your accounting and tax needs.
Frequently asked questions
A CPA doesn’t just fill in forms — we understand your full financial picture. Software follows a script, but we apply tax law to your situation so you get the best outcome and avoid costly mistakes. Plus, we're here year-round to answer questions and help if the IRS or OTC sends a notice.
Most clients need W-2s, 1099s, interest statements, student loan statements, mortgage interest, investment summaries, and receipts for deductible expenses. Business clients will also need bookkeeping records. Once you become a client, we’ll send you a simple checklist so nothing gets missed.
For most individual returns, we aim for 7-10 business days after receiving all documents. Business returns vary based on complexity. If you have a deadline or urgent situation, we’ll let you know what turn-around is realistic.
Yes, we know time is scarce and everyone is busy! Many of our clients upload documents through our secure portal and meet with us by phone or video. You’re also welcome to schedule an in-person appointment if you prefer.
No worries — we work with clients of all comfort levels. You can visit our office, drop off paper documents, or let us walk you through the portal step-by-step.
We’re available year-round. Many clients reach out before buying equipment, starting a business, changing jobs, or planning major life events so we can help minimize taxes before they happen.
Pricing depends on the complexity of your return. Simple individual returns cost less; returns with businesses, rentals, or multiple income streams require more time and expertise. We’re always upfront about pricing, and we can give you an estimate before we begin.
Yes. If the IRS or OTC contacts you, we can review the notice and explain what it means. Most issues are small misunderstandings that we can resolve quickly.
If you received a love-letter from a tax agency, please upload each page of the notice to the portal for fastest review and response.
Yes. We offer monthly bookkeeping, a payroll portal, sales tax filing, and business advisory services. If you’re unsure what you need, we can help you determine the right level of support.