Question 1

Who do you typically work with?

Accepted Answer

We primarily work with small business owners, entrepreneurs, and individuals who value accuracy, proactive guidance, and clear communication. Our services are ideal for clients who want more than basic compliance and prefer a strategic, long-term approach.

Question 2

Do you work with clients outside of your local area?

Accepted Answer

Yes. We serve clients nationwide through secure, virtual systems. All services are provided remotely unless otherwise arranged.

Question 3

Do you offer tax planning or just tax preparation?

Accepted Answer

We offer both. Tax preparation focuses on filing accurate returns, while tax planning looks ahead to reduce tax liability and support smarter financial decisions. Many of our clients choose planning services for year-round support.

Question 4

How does pricing work?

Accepted Answer

Our services are priced based on the scope and complexity of work. Some services are offered at flat rates, while others require customized pricing. Any additional work outside of the original scope is discussed and approved before moving forward.

Question 5

What services do you offer?

Accepted Answer

We provide boutique accounting and tax services, including tax preparation, bookkeeping, payroll services, tax planning, IRS notices, and advisory support for small businesses and individuals.

Question 6

Is bookkeeping clean-up included?

Accepted Answer

Bookkeeping clean-up is not included in standard bookkeeping or tax preparation services. If your books require historical clean-up or corrections, this service will be scoped and billed separately. It's important to note that your books must be current and up-to-date before we file any tax returns.

Question 7

Do you require a deposit?

Accepted Answer

Yes. A deposit is required to secure services. Work begins once the engagement agreement is signed and the deposit is received.

Question 8

How do you communicate with clients?

Accepted Answer

Client communication is handled through secure email, our client portal, and scheduled meetings. To maintain efficiency and boundaries, we do not conduct business through personal phone numbers or social media messages.

Question 9

What are your business hours?

Accepted Answer

Our standard business hours are Monday - Thursday, 8:00 AM - 2:30 PM CST. Fridays are available by appointment only.

Question 10

Do you accept rush or last-minute work?

Accepted Answer

We do not guarantee rush services. If a deadline is urgent and we are able to accommodate it, a rush fee will apply. Advance notice is strongly encouraged.

Question 11

What if I receive and IRS notice?

Accepted Answer

If you receive a notice from the IRS or state, please upload it to your client portal as soon as possible. We offer notice review and resolution services and will advise you on next steps after review.

Question 12

Do you offer payment plans?

Accepted Answer

Payment plans may be available for certain services at our discretion. All payment terms will be outlined in your engagement agreement.

Question 13

How do I get started?

Accepted Answer

You can begin by booking a discovery call through our website. Discovery calls are $75 for 15 minutes. During the discovery call we will asses your needs, outline the scope of services and provide next steps.

Question 14

Still have questions?

Accepted Answer

Still have questions? Book a discovery call and let's talk through what support makes the most sense to you.

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