What documents do I need to provide for tax preparation?

We’ll guide you through exactly what’s needed, typically including W-2s, 1099s, receipts, and any prior tax returns. Our goal is to make the process simple and stress-free.

Do you handle both federal and state taxes?

Yes! We prepare and file both federal and state returns, ensuring your taxes are accurate and compliant.

Can you help if my records are messy or incomplete?

Absolutely. Our financial record review and bookkeeping services are designed to clean up, organize, and reconcile your books so everything is accurate and up to date.

How often should I have my books reviewed?

We recommend reviewing your financial records at least monthly, but we can also provide quarterly or annual reviews depending on your business needs.

How do you help maximize deductions and minimize tax liabilities?

We review all available credits, deductions, and eligible expenses, and provide tax planning guidance so you keep more of what you earn while staying fully compliant.

Is my financial information secure?

Yes. We take privacy and security seriously, using secure systems and best practices to ensure your sensitive information is protected at all times.