Frequently asked questions

We offer individual and business tax filing, IRS tax resolution, bookkeeping, accounting, payroll, tax planning, ITIN services, LLC and business formation, sales tax filing, FBAR filing, and FATCA compliance — a complete tax and finance function under one roof.

Yes. We serve individuals and businesses across the United States. Because we work securely online, your location is never a barrier, and we handle multi-state filings routinely.

Everything can be handled remotely. You upload documents through our encrypted portal, we review by phone or video, and we e-file electronically. In-person appointments are available if you prefer.

Start with a free consultation. Book online or call us, tell us what you need, and we'll match you with the right advisor and send a tailored document checklist to begin.

Pricing depends on the complexity of your situation. Simple individual returns start low, business returns are priced by entity type, and ongoing services are quoted as flat monthly fees. You always receive an upfront, flat quote before any work begins.

No. Your initial consultation is completely free and carries no obligation. It's simply a chance for us to understand your needs and for you to decide if we're the right fit.

Most individual returns are completed within a few business days of receiving your documents. Business returns and more complex situations may take longer, but we'll give you a clear timeline upfront.

For individuals: photo ID, prior-year return, and income forms like W-2s or 1099s, plus records of deductions and credits. Businesses add profit-and-loss statements, expense records, and payroll data. We send a personalized checklist after your consultation.

Absolutely. Even simple returns benefit from an expert eye — we regularly find credits and deductions that self-filing software misses, and you get the confidence of knowing it's done right.

Yes. Self-employment, freelance, and 1099 income are core to what we do. We help you maximize business deductions, handle quarterly estimates, and keep your self-employment taxes accurate and optimized.

We can prepare amended returns to fix errors or claim missed deductions from prior years, often recovering money you were owed. Bring us your original return and we'll review it at no obligation.

Yes. Multi-state filing is common for people who moved or earned income in more than one state, and we handle it routinely alongside your federal return.

We work with single-member and multi-member LLCs, S-Corporations, C-Corporations, partnerships, and sole proprietors — coordinating your business and personal filings for the best overall outcome.

Yes. We calculate your quarterly estimated payments to keep you compliant and help you avoid underpayment penalties, with reminders before each due date.

For many profitable businesses, an S-Corp election reduces self-employment tax — but it isn't right for everyone. We model the numbers for your specific situation and advise you honestly as part of tax planning.

Yes, and it's one of the biggest advantages of working with us. When bookkeeping and tax filing live under one roof, your return is built directly from books we maintain — nothing is lost in translation.

Yes. Send us the notice and we'll explain what it means and what's required. Once authorized, we can represent you and communicate with the IRS directly, so you don't have to face it alone.

Definitely. Unfiled back taxes are a specialty. We reconstruct your records, prepare each missing year, and work with the IRS to bring you current — often reducing penalties in the process.

It's an IRS program that lets qualifying taxpayers settle their tax debt for less than the full amount owed, based on income, expenses, and assets. We evaluate whether you're a genuine candidate before pursuing it.

Yes. We prepare FBAR filings for foreign bank accounts and handle FATCA reporting for foreign assets, keeping you compliant with FinCEN and IRS requirements on your global income.

We use bank-grade encryption for document transfer and storage, strict internal access controls, and never share your data with third parties. Confidentiality is fundamental to how we operate.

Yes. We're a year-round partner, not a seasonal service. If you have questions, receive a notice, or need planning after filing, your advisor is available to help.