Frequently Asked Questions
What services do you offer?
We specialize in:
- Individual tax preparation and planning
- Small business tax preparation and planning
- Bookkeeping and QuickBooks Online support
- Year-round tax advisory services
- IRS and state notice and audit assistance
Do you work with clients outside of Central Indiana?
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.
How do I get started as a new client?
Simply start by filing out a contact form. Once submitted, we'll schedule a consultation to understand your needs and provide a quote.
What documents do I need to provide for tax preparation?
We'll provide a detailed checklist during onboarding, tailored to your situation.
How do you ensure my information is secure?
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.
How much do your services cost?
Pricing depends on the complexity of your return or bookkeeping needs. We provide upfront quotes before any work begins and keep you informed throughout the process - no surprises.
Do you offer year-round support or just during tax season?
We're here for you 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.
Can you help me with tax planning to reduce my tax bill?
Absolutely! We offer proactive tax planning strategies for individuals and small businesses to help minimize your tax liability and avoid surprises at year-end.
Do you work with QuickBooks?
Yes! We specialize in QuickBooks Online for bookkeeping and can help with setup, cleanup, and ongoing support.
How do I pay for your services?
You can securely pay via ACH (bank account) or credit card. Paper checks are not disallowed, but are discouraged.