Yes. Our firm is primarily remote, so we can serve clients anywhere in the U.S. using secure digital tools for document sharing and communication.
Start by simply filing out a contact form. Once submitted, we’ll schedule a consultation to understand your needs and provide a quote.
We’ll provide a detailed checklist during onboarding, tailored to your situation.
We accept various convenient payment methods, including major credit cards (Visa, MasterCard, American Express), and in some cases, bank transfers (ACH). Paper checks will be accepted on a limited basis.
We use encrypted portals and industry-standard security measures through our trusted software partners. Your data is always handled with strict confidentiality. You can read our data Privacy Policy here.
Yes. We specialize in QuickBooks Online for bookkeeping and can help with setup, cleanup, and ongoing support. We also favor Aplos for non-profit accounting services. That said, we are not exclusively tied to any one platform for a given business, especially when a proven solution is already in place.
We’re here for our clients all year. Whether you need tax planning, bookkeeping, help responding to IRS notices, or another pair of eyes to advise you on your business practices, we provide ongoing support beyond tax season.
Yes, as an actively licensed CPA, we can represent you in an IRS audit and communicate, respond, and negotiate with the IRS on your behalf.