Frequently Asked Questions

Have questions about our services, process, or what to expect? We’ve got answers. Browse our frequently asked questions to learn more

  • Yes. We support both industries, but pricing and workflow will differ based on business complexity, platform integrations, and sales volume.

  • It includes transaction categorization, monthly reconciliations, financial reports (P&L, Balance Sheet, Cash Flow), and email support. Add-ons like payroll, sales tax, or inventory tracking are available based on your needs.

  • Individual returns start at $449.

    Business returns start at $749.

    Final pricing depends on the complexity of your return and the forms required.

    Please note: we do not offer free estimates. All pricing is discussed during a paid consultation.

  • I only need help with QuickBooks — can I book just that?

  • We’re fully remote, serving clients nationwide. All meetings, document sharing, and signatures are handled securely online for convenience.

  • Yes! We provide tax preparation and filing services throughout the year — not just during tax season. We assist with quarterly estimates, late filings, amendments, and year-end strategy.

  • Yes, we file both federal and state returns — including multi-state filings for businesses operating in several locations.

  • You're not alone — and we’re here to help. We offer cleanup services and back-year tax filing to help you catch up, get compliant, and move forward with confidence.

  • To get started, book a consultation. We’ll assess your needs, review your current setup, and recommend the best services for your goals.
    Booking is required and a consultation fee applies.