• Yes. Most clients work with us remotely through our secure portal, email communication, and electronic signatures. If you are local and an in-person meeting is needed, we can coordinate by appointment. 

We provide a secure client portal for document uploads. Please avoid sending sensitive documents through regular text messages or unsecured platforms. Once you are ready to move forward, we will provide upload instructions. 

Tax preparation fees are typically paid before we begin filing your return. Pricing may vary depending on complexity, additional forms, multiple states, incomplete records, or special tax analysis. If additional work is required, we will discuss it with you before moving forward. 

We electronically file eligible returns with the IRS and provide confirmation once accepted. We also review your return with you before filing. We do not operate as a “ghost preparer” — all returns are prepared professionally and signed according to IRS requirements 

Our bookkeeping service covers the monthly organization of income and expenses, bank reconciliations, transaction categorization, and basic financial reports (Balance Sheet and Profit & Loss Statement). 

We offer monthly, quarterly, and cleanup services depending on the needs of your business. Frequency depends on transaction volume, reporting needs, and the level of support required. 

We offer monthly, quarterly, and cleanup services depending on the needs of your business. Frequency depends on transaction volume, reporting needs, and the level of support required.  

This depends on your business, but common documents include bank statements, credit card statements, payroll reports, sales tax reports, prior financial statements, and access to your accounting software if applicable. 

Yes. We assist clients with business formation services such as LLC registrations, EIN applications, operating agreements, and basic startup compliance requirements depending on the business structure. 

Yes. We assist eligible clients with new ITIN applications and renewals. Required documentation varies depending on your situation, and approval is determined by the IRS. 

• Yes. We can assist with payroll processing, payroll tax filings, and after-the-fact payroll services depending on your business needs. 

Yes. We assist with sales tax registrations, filings, compliance support, and in certain cases audit support depending on your business activity.