Frequently Asked Questions
General Questions
Q: What makes your firm different from a traditional tax preparer or bookkeeper?
A: Most tax preparers only show up once a year — after the year is over — and most bookkeepers just enter numbers without understanding the full picture. We do more. We partner with you throughout the year to proactively plan, strategize, and help your business or personal finances run more smoothly and tax-efficiently.
Q: Who do you typically work with?
A: We primarily work with small business owners and individuals nearing or entering retirement. Many of our clients want more than just a once-a-year tax return — they want a partner who understands their full financial picture and helps them make smarter decisions.
For Business Owners
Q: Do you offer monthly bookkeeping services or just review?
A: We do the actual bookkeeping — not just review someone else’s numbers. This means we can ensure your books are accurate, clean, and built to support smart tax and business decisions.
Q: Do you file business taxes too?
A: Yes. Annual tax filings are priced separately at competitive rates. These include business returns (such as partnerships and S corps), as well as 1099s for contractors and vendors when applicable.
Q: Will I have access to you throughout the year?
A: Yes. All of our clients have direct access to my personal cell phone and can call or text when needed. You’re never passed around or stuck waiting for a response from a random staff member.
Q: Can you help me understand how much I owe in taxes before the year ends?
A: Yes. Every client receives proactive tax planning and projections — not just a surprise bill in April. Depending on your service level, we meet quarterly or monthly to stay ahead of the curve.
Q: Do you help with financial questions that go beyond taxes and bookkeeping?
A: Absolutely. Our higher-level packages include advisory services for business growth, entity structure, and strategic consulting. If it affects your money, we’re here to help you think through it.
Q: How does pricing work for business owners?
A: We offer three levels of ongoing service packages for business owners:
Essentials – Starting at $500/month
Growth – Starting at $750/month
Strategic Partner – Starting at $1,250/month
Each package includes core services like bookkeeping, tax projections, direct access to me, and strategic guidance. The difference in pricing is based on complexity — such as multiple entities, real estate, or business strategy needs.
👉 Annual tax compliance filings are priced separately at competitive rates.
For Individuals & Families Nearing Retirement
Q: Do you work with retirees or individuals nearing retirement?
A: Absolutely. Many of our clients are in their 50s or 60s and looking for more than a once-a-year tax return. We help with planning around Social Security, Required Minimum Distributions (RMDs), Roth conversions, and overall tax strategy to help your money last longer.
Q: What if I’ve never worked with an advisor before?
A: That’s completely fine — we make it easy. Our goal is to simplify things for you and help you feel confident about your financial future. We start with a free consultation to understand where you are and how we can help.
Working With Us
Q: Do you charge hourly?
A: No. We don’t believe in nickel-and-diming people. Our flat monthly fee structure gives you access to ongoing support without the fear of getting billed every time you reach out.
Q: Do you offer one-time consultations?
A: We prioritize building long-term partnerships, but we’re happy to meet for a one-time consultation to see if we’re a good fit or help you get pointed in the right direction.
Ready to Start?
We offer a free consultation to understand your needs and see how we can help.
Click below to schedule a time that works best for you:
