Frequently Asked Questions

What types of clients do you serve?

We work with small to mid-sized businesses, real estate professionals, investors, and high-income individuals. Whether you're a solo entrepreneur or running a growing team, we tailor our services to fit your needs.

What services do you offer?

We provide full-service monthly bookkeeping, payroll support, tax planning and preparation, business formation, IRS resolution, and compliance filings. Our goal is to be your all-in-one accounting and advisory solution.

Do you only serve businesses, or do you also work with individuals?

Both. We offer tax preparation, planning, and IRS support for individuals—especially business owners, investors, and high-income earners with complex filing needs.

How does your monthly accounting package work?

We offer tiered monthly packages based on the complexity of your business. Services typically include bookkeeping, payroll, financial reporting, tax planning, and access to CPA-led strategy calls.

I’m behind on my books—can you help?

Yes. We specialize in catch-up and clean-up bookkeeping. Whether you're behind a few months or a few years, we’ll get your financials back on track quickly and accurately.

Can you help me form a new business?

Absolutely. We help you choose the right entity type (LLC, S-Corp, etc.), file with the appropriate agencies, and establish proper tax and accounting systems from the start.

Do you offer one-time services or only monthly packages?

While our monthly packages offer the best value and ongoing support, we also offer one-time services like tax return preparation, cleanup bookkeeping, and entity setup when needed.

How do I get started?

Send us a message here ! We will circle back with any questions we have and next steps. You can also book a direct consultation on our Appointments page.