Type of Client

Frequently Asked Questions

What services does your firm offer?

We offer a wide range of services including bookkeeping, tax preparation and planning, payroll management, business setup, financial reporting, and estate planning.

How can I schedule a consultation?

You can schedule a complimentary consultation by reaching out to our team.

How experienced is your team?

Our team collectively brings decades of experience in the accounting industry. We have successfully served individuals and businesses in various industries, providing expert guidance.

How do you ensure confidentiality?

We take client confidentiality very seriously. Our firm adheres to strict privacy and security protocols, ensuring that all client information is kept confidential and secure.

What should I bring for tax preparation?

Our tax checklist can help you determine what documents you need to bring.

How do you charge for your services?

Our fee structure depends on the specific services you require. Services may be billed flat-rate or per hour. We offer transparent pricing and will discuss the details with you.