Frequently Asked Questions

Here are a few answered to questions we often receive. If your question is not answered here, please contact us for more information.

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FAQs

What is your pricing like?

Tax returns start at $800. Please reach out for a quote on other accounting needs as this is tailored to the needs of each client.

What does your Tax Preparation Process look like?

After Initial Consultation, a link will be sent for our portal. Here you will sign the Proposal, send all documents, and eventually pay for all services rendered. A Deposit (50% of Service) is required for First-Time Clients before work begins. Services are completed in timeframe highlighted during consultation.

Can I call you throughout the year for tax advice?

Absolutely! This is one of the perks working with us rather than a tax chain or seasonal office. We can help you all year not just in the tax filing season.

What is an EA?

An Enrolled Agent is a federally authorized tax specialist who has the power to represent and work with clients nationwide. They have gone through vigorous testing, have required continuing education annually, and adhere to ethical standard determined by the US Department of Treasury.

What's the difference between a CPA and EA?

Certified Public Accountants and Enrolled Agents have many similarities like both having the ability to represent clients and prepare tax returns. However, the main difference between the two is CPA's have the ability to perform audits. CPA's are also certified by state while EA's are enrolled to practice nationwide. For most individuals and small businesses, a CPA and EA are equally beneficial for them.

Will my Information be kept confidential?

We maintain a strict privacy policy when it comes to our client's information. You can rest assured your personal data will not be shared especially not with family or friends who we also work with. Further, all documentation is received and sent through an encrypted portal rather than unsecure emails.