FAQs

We provide a full range of accounting and tax services, including individual and business tax preparation, payroll services, bookkkeeping, ITIN assistance, estate tax planning, and strategic tax planning. Our goal is to simplify your finances and ensure compliance while optimizing tax outcomes.

You can schedule a consultation by using the "Book a Consultation" button on our website. We offer both in-person and virtual appointments to accomodate your needs.

For individuals: W-2s, 1099s, prior year tax returns (if your a new client), receipts for deductions, and any investment or property information.

For Businesses: Profit & Loss Statements, Balance Sheets, Payroll records, Bank statements, and prior year returns (if your a new client). 

Tax preparation:  Filing your taxes accurately for the current tax year.

Tax Planning: Strategically organizing your finances throughout the year to minimize tax liabilities and maximize savings. We reccomend planning to reduce surprises at tax time.

Yes. We help non- U.S residents and clients requiring ITINs navigate the tax system, ensuring compliance and proper filing with the IRS.

Pricing varies depending on the complexity of your taxes and the services required. We provide transparent, upfront quotes and can tailor packages for individuals, small businesses, and corporations.

Absolutely. We offer full-time payroll management, including employee paychecks, tax withholdings, quarterly filings, and compliance with federal and state regulations.

We take confidentiality and data security seriously. Our systems use encryption and secure methods to protect your financial and personal information.

If you are audited, we provide guidance and representation to ensure compliance and minimize potential issues. Our team has extensive experience working with IRS and state tax authorities.