Frequently Asked Questions

As soon as you start to think about your business or complex tax situation, an accountant can help you take the next steps. We can discuss your business's challenges or educate you on how to improve your personal tax situation.

If you are a go-getter entrepreneur and want to take charge we offer short term, 3 month Agreements to teach you.  Feeling like you know a lot about Quickbooks and just need a brush up, we can set up just a few hours of training.

Never!  We believe in open, honest communication.  Your goals are our goals to help you succeed in business.  We specialize in long term relationships, but only happy ones!  Most of our clients have been around for more than 10 years.

We are happy to chat with you in person or by zoom about any business or personal tax concern you have.  Once you have exhausted your FREE 30 minute consult it doesn't mean the conversation has to end.  Our base price for future consultations are $150 an hour.

No.  If you just need tax preparation, payroll or bookkeeping that's fine.  However, we find it is more cost effective and easier to put everything under one professional.

If you are needing personal tax preparation we just need to talk to you about your current situation and its complexity.  For business services we take a look at your current accounting system and record keeping.