Frequently Asked Questions
Do you provide bookkeeping services?
Yes, we provide bookkeeping services. For DIY bookkeeping for Schedule C filers, we recommend the Quarterly Package. For bookkeeping services, our packages starts at $500 per month.
What services do you not provide?
We do not provide payroll, legal, insurance, or financial planning services. We are happy to refer you to our partners.
We do not provide payroll services, however, we do provide payroll audit representation services. If you are selected for an audit and you need representation, please schedule Got Tax Problems here.
Do you provide services out of state?
Yes, we can serve clients in all 50 states.
Are you open year-round?
Yes, we are open year-round for your tax and business needs.
What is your cancellation policy for scheduling phone and Zoom meetings?
We ask you to give us a 24 hour notice for any scheduling changes. If you are unable to provide us with the appropriate notice to reschedule or cancel your appointment, you will be charged the full amount of your appointment. Clients who fail to show up for 2 appointments will no longer be allowed to schedule appointments in our firm.
Do you provide only tax preparation services?
No, we do not provide stand-alone tax preparation services to individuals. We provide individual tax preparation services to our business, coaching, tax planning, and tax representation clients.
Do you prepare international taxes?
No, we do not. We are happy to refer you.
Do you meet clients virtually or in-person?
We mostly meet clients virtually via Zoom and exchange documents via secure client portal. We can meet clients in-person by appointment at the Kent Chamber of Commerce.