Frequently Asked Questions

How do I know what documents to bring?

We provide you with a personalized organizer that lists all the documents we need. You can securely upload your files through our system or use the organizer as a checklist to gather what’s required.

How do I know how much to have withheld from my paycheck?

We offer tax planning services that review your past returns and project future income to determine accurate withholding rates, so you know your expected tax liability in advance.

How can I access my tax return?

You can access your tax return anytime through our secure client portal, available on both desktop and mobile. With the mobile app, you can view your return from anywhere, right on your phone.

What services do you offer for businesses?

We provide full-service bookkeeping, sales tax, and payroll. This includes handling every filing and return, preparing business tax returns, and remitting all required payments on your behalf.

What if I am unable to meet in person?

All of our services can be handled remotely. Whether you are out-of-state or unable to visit in person, we take care of the whole process online.

What areas do you service?

We serve clients nationwide in all 50 states. Our remote and in-person setup allows us to work with individuals and businesses anywhere in the country.