Frequently Asked Questions

  • We provide tax preparation and tax planning for individuals and businesses, along with ongoing accounting support and advisory services. Our focus is on helping clients stay compliant while making informed financial decisions year-round.

  • Getting started is simple. Reach out through our contact form or email us to schedule an initial conversation. We’ll discuss your situation, your goals, and determine whether we’re a good fit before moving forward.

  • We take a thoughtful, hands-on approach and prioritize clear communication and responsiveness. With deep experience in both tax and advisory work, we focus on practical guidance—not just filing returns—so clients feel informed and supported.

  • You can contact us through the website, by email, or by phone. We respond promptly and will follow up to schedule a conversation at a time that works for you.

  • We use fixed pricing based on the scope and complexity of the work involved. This provides clarity upfront—no surprise bills or hourly uncertainty—so clients know exactly what to expect.

  • Clients can expect a professional, straightforward, and collaborative experience. We’re proactive, organized, and available to answer questions, with a focus on building long-term relationships rather than one-time transactions.