Frequently Asked Questions

How do I know if I need a tax professional?

If you have complex finances, such as multiple income sources, investments, or self-employment income, a tax professional would be recommended to help maximize savings, maintain accuracy, & stay in compliance.

What are the cost of our services?

Our fees vary based on the complexity of work and time required to deliver our services at a high level. We offer an initial consultation for free that provides you with a quote based on your needs and financial situation.

What documents should I bring to the initial appointment?

We recommend that new clients bring their most recent business and personal tax returns. Additionally, we recommend bringing current-year tax documents, like W-2s, 1099s, and any other relevant income/deduction items. Other items can be financial statements, bank statements, & retirement account information.

Can you assist with any questions outside of tax season?

Absolutely! We offer year-round support to assist with tax-related inquiries, planning, and other financial questions as they arise. Please do not hesitate to contact us.

What type of clients do you assist?

We serve both individual and business clients, regardless of size. Whether you're an individual taxpayer or a large corporation, we're here to meet your tax and financial needs.