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Costs are determined by the services that will be performed and the complexity of our client’s needs. We complete an in-depth review of each type of service that will be performed and make appropriate inquiries. Once we have a full understanding of the services that will be performed, we provide an upfront price for the year.

Once the services have been defined, we will provide the direct contact details for all team members working on your account. Our Client Operations Coordinator acts as a central point of contact and can help with any questions you may have.

Yes. Cloud-based accounting systems provide seamless and efficient access to up-to-date financial data, which is critical to our work.

We recommend a minimal level of services for small businesses. These are as follows:

–  Compliance with all IRS reporting, which may include annual corporate tax returns, personal tax returns, payroll tax returns, sales tax returns, property tax returns, annual independent contractor reporting

– Tax planning strategies

– Quarterly review of financial statements