FAQs

If you have unfiled tax returns or owe money to the IRS, help is available. You can get assistance filing back tax returns and dealing with unpaid taxes, including setting up payment plans like installment agreements if you can’t pay everything at once. Services include audit representation, negotiating with the IRS for relief programs, and helping with offers in compromise if you qualify for reduced settlements. The goal is to take the stress out of the process, explain your options in plain language, and work with you to find a solution that fits your situation. Initial consultations are free, so you can get answers and see what steps to take next without any upfront cost.
Small business tax prep for S-Corps is something that gets handled all the time, including situations where you have to file in more than one state. That covers everything from your federal 1120-S return and K-1s, to keeping track of state-specific rules and deadlines. Everything is set up to make sure your S-Corp filings are accurate and you get all the deductions you qualify for, even if your business moves across different states. You also get help with things like S-Corp elections (filing Form 2553), so if you’re just forming your business or changing structure, it’s all part of the service. If you have more questions or specific situations, you can book a free consultation to talk through all the details.
Yes, a free initial consultation is available. You can bring in your QuickBooks or other bookkeeping setup, and there’s no charge for an honest 30-minute review. The goal is to look over your records, quickly spot any issues, and clearly explain what bookkeeping services would help—not just in accountant talk, but in simple terms so you know exactly what’s going on. There’s no pressure; it’s just a chance to see if the services offered match what you actually need.
If you’re an independent contractor needing help with your 1099 tax return, that's something handled all the time. The process includes making sure you report every 1099 you receive and helping track all business expenses so you get every deduction you qualify for. All sorts of write-offs are reviewed—anything from home office costs to mileage, supplies, equipment, or professional services specific to your line of work. You’ll get a breakdown of what records you need to keep and explanations in plain English, so you don’t leave money on the table or miss anything the IRS expects. The goal is to make sure your taxes are done right, without the guesswork.
Bookkeeping is available for small businesses using either QuickBooks or Xero, depending on what you prefer. Each month, you’ll get clean profit and loss statements that make it easy to understand where your business stands financially. The goal is to give you a clear view of your cash flow and all your numbers, so you know what’s coming in, what’s going out, and how your business is doing. Everything is kept up to date, with reports you can actually read and use, not just a bunch of confusing charts or accounting jargon.
Payroll management is available as part of the services offered. This covers payroll processing on a bi-weekly or monthly basis, handling quarterly payroll tax filings, and taking care of year-end W-2s and 1099s. Everything is managed start to finish, so business owners don’t have to worry about separate payroll compliance, paperwork, or filing deadlines. It’s all built into the full-service bookkeeping and tax support, making payroll seamless and straightforward for small businesses.
You can get help figuring out the best business structure for your needs, like whether an LLC, S-Corp, or something else is right for you. There’s support for setting up your business from start to finish, including filing paperwork like forming an LLC, registering for an EIN with the IRS, and handling the S-Corp election process with Form 2553. You’ll get advice on what fits your goals best, explanations in plain language, and all the needed forms taken care of, so you don’t have to stress about the details. This is all part of the services offered for small business clients, so you can get started the right way from day one.
IRS audit representation is available as part of the tax services offered. If you get audited, you’ll have support with communicating directly with the IRS, gathering documents, and working through the process start to finish. Help includes handling everything from initial audit letters to full defense during the audit meeting for both individuals and businesses. You also get guidance on back taxes, liens, levies, and negotiating payment options, including help with IRS programs like Fresh Start.
If you want year-round support, tax help isn’t just for filing your return once a year. We offer ongoing services that include handling any tax questions you have throughout the year, giving advice when your financial situation changes, and making sure you’re ready for tax time with no last-minute surprises. We also help with things like managing back taxes, setting up payment plans with the IRS, and responding to letters or audits if the IRS contacts you anytime, not just in April. Our bookkeeping and payroll services run all year long too, keeping your books straight and up-to-date so you're always prepared. You can reach out whenever you need, not just during tax season, so you always have someone in your corner for financial questions or issues as they come up.
Bookkeeping services are priced based on the size and needs of your business, so the cost depends on factors like how many transactions you have or how complex your accounts are. Pricing is clear and competitive, and you’ll know upfront what you’re being charged—no surprises. Each month, you get detailed profit and loss reports that break down your income and expenses, making it easy to track how your business is doing. Payroll management can also be included if you need it. All the reports are made to be easy to understand, without confusing accounting jargon, and can be managed on platforms like QuickBooks or Xero, depending on what works best for you.
To get started with tax preparation, you’ll want to bring or send in your photo ID, Social Security cards for yourself and dependents, last year’s tax return, W-2s, 1099s, and any other income documents. If you have deductions or credits, gather receipts or records for things like mortgage interest (Form 1098), property taxes, medical expenses, child care expenses, or education costs (like 1098-T). Small business owners or independent contractors should also include profit and loss statements, bank statements, and records of business expenses. The more complete your paperwork is, the more accurate and efficient your return will be. If you have questions about any specific forms or aren’t sure what’s needed, you can always ask during your consultation.