FAQs

We are available during normal business hours, which are 8:00 a.m. to 5:00 p.m., Monday through Thursday and 8:00 a.m. to 4:00 p.m. on Fridays. We are closed one hour for lunch daily from noon until 1:00 p.m.. We would be happy to make special arrangements for evening, weekend or lunch consultations if so requested.

We offer assistance in the following manners: (a) reviewing the return in question with you and helping you understand what to expect during the audit process. (b) Step (a) along with accompanying you to the audit and assisting you during the process to give guidance and answer questions that arise during the examination (c) obtaining a power of attorney from you and dealing with the IRS to the extent possible in your stead.

Also, it’s important to note that we have had IRS audits take place in the agent’s office at the Federal building and we have requested that the agent meet us at our office; we try to steer things a the direction towared the comfort zone of our clients to the extent possible. Our regular fees apply.

How much and what kind of preparation do you need for my return?

For corporate and partnership returns, we prefer that your materials be in a computer accounting program and summarized to the extent possible. We have taken materials in almost every imaginable form but please keep in mind that our hourly rates can better serve you through planning and preparation rather than organizing. Contact us with questions about specific software packages.

For individual returns, we have an organizer that you can fill out and bring in with your information, or we can fill it out during the process of preparing your tax return. Either way, we always strive to find effecient and effective ways to legally reduce your tax burden during the preparation.

We provide a full range of accounting and advisory services, including bookkeeping, payroll, tax preparation and planning, sales tax reporting, QuickBooks support, financial statement compilation and review, and ongoing accounting support for businesses and individuals. View our full listing of services.

We work with small to mid-sized businesses, startups, nonprofits, and individuals across a wide range of industries. Whether you’re self-employed, growing a team, or managing a complex operation, we tailor our services to your needs.

Yes. Tax planning and advisory services are available year-round—not just during tax season. We help clients make proactive decisions to minimize tax liability and avoid surprises.

We primarily support QuickBooks Online and Desktop, but we also work with other accounting platforms as needed. We can help with setup, cleanup, training, and ongoing support.

Absolutely. We work with clients both locally and remotely using secure, cloud-based tools. Virtual meetings, document sharing, and digital reporting allow us to serve clients efficiently from anywhere.

Yes. We frequently assist clients with bookkeeping cleanups, catch-up work, and correcting prior-period errors so your financials are accurate and up to date.

Yes. We offer full-service payroll processing, including payroll tax filings, compliance support, and coordination with year-end forms such as W-2s and 1099s.

Communication frequency depends on your service level, but we prioritize timely responses and proactive communication. Monthly clients receive regular check-ins and financial updates.

To begin, we’ll request basic business or personal information, prior tax returns or financials, and access to your accounting system (if applicable). We’ll guide you through the onboarding process step by step.

You can call our office or fill out our Contact Form. We’ll discuss your needs and recommend the best next steps.