An accountant will help you save time, money, and stress by providing accurate financial information ready for taxes and decision making, spot tax savings during the year, and stay on top of every changing tax law to help you mitigate taxes.

Yes, handling your financials and overall situation will help the accountant identify tax deductions, credits, and strategies to not only minimize your tax liability but also develop business growth.

You should provide 2 years worth of tax returns to begin process. During the continuous partnership you should provide receipts, invoices, accounting access to bank account, prior payroll records, customer list, vendor list, and any other relevant financial documents to help accurately update your financials and save on taxes.

I work with solo owner companies that range from DBAs, Single Member LLCs, or S Corporations, or martial Partnerships that file jointly on their tax return.

I am only accepting multiple member partnerships or shareholders that have martial relations (husband and wife) filing jointly on their tax returns.

I do not handle C- Corp businesses. I like to work with small business owners and simplify things as much as possible. When a business becomes a C -Corporation, it add complexities that does not benefit small business owners compare to other entity structures.

You will need to have a business checking account before onboarding. We will be able to capture business transactions from your personal account to include all business transactions throughout the year.

If you do not have any employees outside of yourself, you are able to select the core package. If you have employees, you will need to get the Advance package.

If you are currently on the core package and switch to an S Corporation, you will have to switch to at least the Advance package.

I partner with an outsource payroll company to help manage day to day payroll processing.

The frequency of meetings will depend on the subscription package selected. Communications can still occur through other channels.

Any subscription plan started after June 30th will be subject to an onboarding fee 2x the subscription cost not including the first month. For example, if a customer begins on September 1st for the Advance package, they will be subject to paying $2,000 plus first month package of $1,000 totaling $3,000 to begin.

There are no cancellation fees and once you confirm your cancellation, we will finish the month or terminate our partnership immediately provided your choosing.

Yes, you can cancel at anytime. Our objective is to make the value you are receiving the core focus in our relationship with you.

No, all services and partnership will be stop immediately. Only the bookkeeping will be completed for the month unless requested to terminate services immediately.

Payments for subscription packages will be automatically drafted from a credit card or bank account on file.

Bundling all of the services allows the same entity to know your situation in depth to provide the most value to you. When you separate your bookkeeping from your tax preparation from your tax/business advising, you will have 3 separate entities that have 3 different methodologies and approaches to new information to them.

We will need to discuss the particulars in detail to determine if there would be a mutual benefit.