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Catered to the needs of the client, accounting services can include:

• Daily transaction tracking and categorization
• Monthly, quarterly, or annual financial reporting (income statement and balance sheet)
• Bank and credit card reconciliation
• Accounts payable and accounts receivable management
• Payroll processing
• Maintaining a clean and organized general ledger
• Filing monthly reports with federal and state agencies such as sales and use tax and withholding

The cost of our services varies depending on the complexity of your personal and/or business finances and the volume of transactions. We offer customizable service packages to fit your specific needs and budget, and we can discuss pricing details during a free consultation.

We serve a wide range of industries, from small business owners and startups to established enterprises. We will discuss your specific industry needs during your initial consultation.

The level of involvement is flexible and can be customized to your preference. While we take on the heavy lifting, we will need you to provide the necessary documents and receipts and answer questions throughout the process.

With 20 years of audit experience as a field auditor, we are very familiar with how audits work and the overall audit process.

Audit representation services are included at no additional cost for any tax year in which we completed your accounting and/or tax returns, if you were our customer for the entire period being audited.

If the audit is for a period during which you were not a client, we would be happy to assist you, but our services would be billed separately. We will provide you with a new engagement letter and fee structure at that time.

Yes, we offer “clean-up” services for clients who are behind on their bookkeeping and tax filings. We will work to organize your past records and file multiple years of back taxes if needed to bring you into compliance.

We use industry-leading accounting software and implement strict internal controls to prevent errors and fraud. For security, we use multi-factor authentication, enforce strict access controls, and protect all data with advanced encryption. We also have strict internal protocols to ensure your information remains confidential.

We maintain regular and open communication with our clients, establishing a process that works for you. This can include monthly check-ins, scheduled meetings, and secure messaging within our portal.

Yes, we make it a priority to help our clients understand their tax obligations. We can explain specific tax laws and regulations that apply to your individual or business circumstances, and we stay up to date with all changes in tax legislation.

The speed at which you receive your tax refund depends on your filing method. The IRS typically issues refunds in the following timeframes:

• E-file with direct deposit: usually less than three weeks.
• E-file requesting a paper check: longer than a direct deposit.
• Paper return by mail: typically six to eight weeks for a paper check.

You can start checking the status of your refund within:

• 24 hours after you e-file a current-year return
• 3–4 days after you e-file a prior-year return
• 4 weeks after you file a paper return

Check your federal refund here.
Check your state refund here.

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