Good Questions. Clear Answers.

Yes! We’re welcoming new individual and small-business clients. Get in touch to tell us a little about what you need.

Absolutely. We offer virtual consultations and can work with clients remotely using a secure client portal for document sharing and communication. In-person arrangements, when available, can be discussed during your consultation.

We start with a 25-minute consultation to learn about your needs, answer initial questions, and see whether we’re a good fit. After we understand the scope of services, we’ll provide a personalized quote and outline the next steps. Please have your prior-year tax return and any relevant current-year documents ready so we can better understand your needs and provide an accurate quote.

Yes. We offer tax planning and support throughout the year, not just during filing season. The level of ongoing support depends on the services included in your engagement; additional projects may be quoted separately.

Every return is different. Individual tax preparation starts at $250 for a straightforward return with wage income only and the standard deduction. Additional forms, schedules, income sources, state filings, credits requiring extra preparation, and other services are subject to additional fees. We typically review your prior-year return and discuss changes for the current year to prepare a more accurate quote. Explore starting prices.

The exact list depends on your situation, but a good starting point includes:

• Last year’s federal and state tax returns, if available
• Photo ID and taxpayer identification information for you, your spouse, and dependents, as applicable
• Income documents such as Forms W-2, 1099, and any business or rental income records
• Records supporting applicable deductions or credits, such as mortgage interest, property taxes, charitable gifts, education expenses, or childcare costs
• Estimated tax payment records, IRS or state notices, and direct-deposit bank details, if applicable

We can usually provide an initial estimate after reviewing your prior-year return and discussing what has changed. Your final fee is based on the actual work required; if we discover additional forms or services outside the original scope, we’ll discuss any change in fees before proceeding.

Yes! We offer monthly bookkeeping packages starting at $250/month for very small, low-activity operations. Our Growth package starts at $350/month and is the recommended starting point for many active small businesses. Packages are assigned based on transaction volume, financial accounts, reconciliation needs, and complexity—not simply a client’s preferred tier. See bookkeeping packages.

We’ll recommend the package that fits the work your business actually needs. Essentials is intended for very small operations with minimal activity; businesses with regular daily transactions or more involved reconciliations generally require a higher service level. Your proposed package and scope will be explained before you sign an engagement agreement.

Once you become a client, we’ll provide instructions for using our secure client portal to upload tax documents and financial records. Please don’t send Social Security numbers, tax returns, or other sensitive documents through ordinary email or the general website contact form.

Use the Client Portal button in the website navigation. The button takes you to our secure client sign-in page. New clients will receive setup instructions.

We accept ACH bank transfers and major credit cards. Any applicable credit-card processing fee will be disclosed in advance and applied only where permitted by law. A deposit is required before work begins. After you review your completed tax return draft, the remaining balance is due before we electronically file the return. For bookkeeping and other services, the payment schedule will be outlined in your engagement agreement.