Frequently Asked Questions
What types of clients do you work with?
We work with individuals, investors, small business owners, real estate investors, and anyone who values the expertise of an experienced tax professional. You must reside in the United States to work with us. Complete our client onboarding survey for a more detailed analysis.
Do you offer business or personal tax services?
We offer comprehensive tax services for individuals and businesses. Packages are quoted separately and tailored to your needs.
Can you help with tax planning?
Absolutely. Strategic, year-round tax planning is a core part of our service for qualified clients.
Do you work with clients remotely?
Yes. Our secure digital systems allow us to serve clients nationwide with a seamless, concierge-level experience.
How do I get started?
Complete our onboarding questionnaire to see if we’re the right fit. We’ll review your situation and recommend a service tier.
How much do your services cost?
Pricing is customized based on complexity and scope. Business and individual services are quoted independently.
Do you offer ongoing support or just tax filing?
We offer both. Ongoing advisory, quarterly planning, and upgraded support are available in select service tiers.
Can I upgrade my package later?
Yes. You can upgrade your package at any time as your needs evolve.