Frequently Asked Questions

Question 1

Do you work remotely?

Accepted Answer

Yes. All of our services are delivered virtually through secure online meetings and document sharing. You can work with us from anywhere — no in-person visit required.

Question 2

Do you serve clients outside my state?

Accepted Answer

Absolutely. We serve clients throughout the United States. Because our services are delivered virtually, your location doesn't limit what we can do for you.

Question 3

Do you work with individuals as well as businesses?

Accepted Answer

Yes. We work with individuals, families, sole proprietors, LLCs, S-Corps, nonprofits, contractors, and businesses of all sizes. Our services are designed to fit a wide range of needs.

Question 4

Is Spanish support available?

Accepted Answer

Yes. We offer bilingual support in English and Spanish. Se habla español.

Question 5

How do I get started?

Accepted Answer

The easiest way to get started is to schedule a free consultation. We'll take the time to understand your needs, answer your questions, and explain how we can help — with no obligation.

Question 6

Can you clean up old bookkeeping?

Accepted Answer

Yes. Catch-up bookkeeping is one of the services we provide. Whether you're a few months behind or need years of records organized, we can help you get caught up and back on track.

Question 7

Do you work with QuickBooks?

Accepted Answer

Yes. We work with QuickBooks for bookkeeping, setup, cleanup, and ongoing support. If you're not currently using QuickBooks, we can help you get set up and trained.

Question 8

Can you work with my CPA or tax professional?

Accepted Answer

Absolutely. We're happy to coordinate with your existing CPA, tax preparer, or other financial professionals. Good communication between your team members makes everything run more smoothly.

Question 9

Do you offer payroll support?

Accepted Answer

Yes. We provide full-service payroll processing, including calculations, tax withholdings, direct deposit, payroll reports, and year-end W-2s and 1099s. Lynn Hoisington, our Payroll Specialist, handles payroll with care and accuracy.

Question 10

Can you handle payroll for a small team?

Accepted Answer

Yes. Whether you have one employee or a growing team, we can manage payroll processing to fit your needs and schedule.

Question 11

What tax services do you provide?

Accepted Answer

We prepare individual and business tax returns, provide year-round support for tax-related questions, and can assist with IRS correspondence. We work with individuals, families, sole proprietors, LLCs, S-Corps, partnerships, and nonprofits.

Question 12

Do you provide tax planning or tax advice?

Accepted Answer

We prepare tax returns and can discuss your tax situation in the context of your return. For complex tax planning or specialized tax strategy, we may recommend working with a CPA or tax attorney depending on your needs.

Question 13

Can you help if I receive a notice from the IRS?

Accepted Answer

We can help you understand what an IRS notice means and discuss your options. For complex IRS matters, we may recommend working with an Enrolled Agent or tax attorney.

Question 14

Are your life insurance services licensed?

Accepted Answer

Yes. Carolyn Dobbins, our Licensed Life Insurance Professional, holds the appropriate licensing to provide life insurance services. We are transparent about credentials and will never overstate them.

Question 15

What types of life insurance do you offer?

Accepted Answer

We can discuss term life and whole life insurance options and help you understand the differences so you can make an informed decision based on your needs and budget.

Question 16

Is there any pressure to purchase a policy?

Accepted Answer

None at all. Our consultations are free and no-pressure. We're here to help you understand your options — the decision is always yours.

Working With Us

Bookkeeping

Payroll

Tax Preparation

Life Insurance

Still Have Questions?