Frequently Asked Questions

1. What services do you provide?

We specialize in tax preparation, bookkeeping, and accounting services for individuals and businesses. Whether you need help filing personal taxes, managing payroll, or keeping your books up to date, we’ve got you covered.

2. Do you only work with businesses, or can individuals get help too?

We work with both individuals and businesses. From simple tax returns to complex business accounting, our specialists provide customized solutions.

3. How do I get started?

You can book a consultation online or call our office. We’ll review your needs, explain our process, and provide a personalized plan.

4. What documents do I need to bring for tax preparation?

Typically, you’ll need:

• W-2s, 1099s, or other income statements
• Previous year’s tax return
• Business income/expense records (if applicable)
• Identification (driver’s license, Social Security card)
  We’ll send you a checklist ahead of your appointment.

5. Do you offer year-round bookkeeping support?

Yes! We provide ongoing bookkeeping and accounting services to help businesses stay organized and compliant throughout the year—not just during tax season.

6. How secure is my financial information?

We take data security seriously, using encrypted software and secure client portals to protect your sensitive financial information.

7. Can you help if I’m behind on my taxes or bookkeeping?

Absolutely. We specialize in helping clients catch up on overdue taxes and organize backlogged bookkeeping so you can get back on track quickly.

8. How much do your services cost?

Pricing depends on the complexity of your needs. During your consultation, we’ll provide a transparent estimate with no hidden fees.