During our initial call, please have handy any relevant financial documents, previous tax returns, and a list of questions or concerns you have.

We will review your financial situation to identify all possible deductions and credits to ensure you receive the maximum refund.

The best time to start tax planning is at the beginning of the tax year. Ongoing planning throughout the year can help you take advantage of tax-saving opportunities.

Bookkeeping helps you track your income and expenses, ensuring your financial records are accurate and up-to-date, which is essential for making informed business decisions. The records generated from bookkeeping also flow into your year-end tax returns. 

Bookkeeping involves recording financial transactions, while accounting includes interpreting, classifying, analyzing, reporting, and summarizing financial data.

If you receive a notice from the IRS, contact us immediately. We will help you understand the notice and assist in resolving any issues.

Our fees vary depending on the services provided. We offer transparent pricing and will provide a detailed estimate before starting any work.

Yes, we offer various payment options and can work with you to create a payment plan that fits your budget.