Frequently Asked Questions

Have questions? Our FAQ covers common topics like getting started, tax planning, billing, and how we support your business year-round.

Can you help me catch up on overdue bookkeeping or taxes?

Yes! We regularly assist clients with past-due books or unfiled returns. We’ll help you get back on track without judgment or stress.

Do I need to file quarterly estimated taxes?

If you're self-employed or your business doesn’t withhold taxes automatically, you may need to file quarterly. We’ll help you calculate what’s due and when.

What accounting software do you recommend?

We work with platforms like QuickBooks Online and Xero. We can help you choose and set up the best fit for your business.

Can you help me switch from my current accountant or bookkeeper?

Absolutely. We’ll guide you through the transition and ensure a smooth handoff of your financial records.

Do you offer support during an IRS audit?

Yes. We can represent you, respond to IRS notices, and help resolve audit issues on your behalf.

Can I deduct home office expenses?

In many cases, yes. If you use part of your home regularly and exclusively for business, we can help you calculate eligible deductions.

What’s the difference between tax preparation and tax planning?

Tax prep is filing your return; tax planning is proactively strategizing to reduce your tax burden before the year ends. We offer both.

Do you offer year-round support or just during tax season?

We’re here year-round to support your bookkeeping, payroll, and tax planning needs - not just during crunch time.

Didn’t Find the Answer You Need? Get in Touch.

We’re happy to help with any questions you have about our services. Contact us today and we’ll get you the answers you need.