Questions

Yes. We prepare personal tax returns for individuals and families, and we provide bookkeeping, business tax preparation, payroll, and consulting for businesses. Many owners find it convenient to have both their business and personal returns prepared by the same firm.

Bring a general overview of your situation, such as recent financial statements, your previous tax return, and any notices you have received. Complete records are not required at this stage. We use the meeting to understand your needs and then send a specific checklist.

Yes. We begin by reviewing what records exist, then reconcile accounts and categorize outstanding transactions period by period. We agree on a sensible order of work with you, giving priority to anything needed for an upcoming filing.

We agree on a method that suits you during the initial consultation, whether you prefer to send documents electronically or deliver paper records. Whichever method you choose, we confirm receipt and follow up on anything that is missing.

Fees depend on the scope and complexity of the work, such as the volume of transactions, the number of employees, or the type of return. We confirm the scope and fees in writing before any work begins.

We provide you with a copy of the filed return and keep an organized record of the documents used. If the tax authority contacts you with questions or a notice, you are welcome to bring it to us and we will review it with you.

Certainly. Each service can be engaged on its own, whether you need a single tax return, monthly bookkeeping, or advice on one business decision. You may add further services later as your needs change.